David Michael Bilby
Professional Summary
David Michael Bilby is a registered financial advisor currently at OPTIMIZED INVESTMENT PARTNERS, LLC located in Cardiff, California. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. David has worked at 1 firm and has passed the Series 65 and Series 50 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
OPTIMIZED INVESTMENT PARTNERS, LLC | OPTUM INVESTMENT PARTNERS, LLC
Contact Information
Main Address
Cardiff, CAPhone Number
(858) 335-1141# of Employees
5SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
33AUM (Assets Under Management)
$722,000,000Similar Advisors
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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.
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Primary Firm SEC Registration
OPTIMIZED INVESTMENT PARTNERS, LLC | OPTUM INVESTMENT PARTNERS, LLC
State Registrations and Notice Filings
(7/28/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 50 — Municipal Advisor Representative Qualification Exam
Passed Jun 2021About the Series 50 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Michael Bilby's CRS (Customer Relationship Summary).
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