David Alexander March
Professional Summary
David Alexander March, who also goes by David Alexandra March, is a registered financial advisor currently at CRESTA WESTHALL LLP. David is registered as a RR (Registered Representative) and started their career in finance in 2013. David has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Alexandra March
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
CRESTA WESTHALL LLP
Contact Information
Main Address
14 Hanover Square, London, W1S 1HNMailing Address
14 Hanover Square, London, W1S 1HNPhone Number
+44 20 7628 8650Firm Type
PartnershipFiscal Year End
JuneFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRESTA ALTERNATIVES LTD. | LIMITED PARTNER | — |
| WESTHALL ALTERNATIVES LTD. | LIMITED PARTNER | — |
| WESTHALL RESEARCH LTD. | LIMITED PARTNER | — |
| WESTHALL CONSULTING LTD | LIMITED PARTNER | — |
| FULTON, DOUGLAS GERALD | CCO, EXECUTIVE REPRESENTATIVE | 6097816 |
| HUME, ROBERT IAN | PRINCIPAL | 6097819 |
| KIRSCHENBLATT, CHAD ETHAN | FINOP | 2503352 |
| POUND, RICHARD JOHN | COMPLIANCE OFFICER, AML SUPERVISOR | 2374436 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/20/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Alexander March's CRS (Customer Relationship Summary).
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