DB
David Bertoncini
BITCOIN STANDARD
ST PETERSBURG, FL 33701
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CRD#: 7733152
DB
Professional summary
David Bertoncini is a registered financial advisor currently at BITCOIN STANDARD located in St Petersburg, Florida.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
David Bertoncini is an independent sales agent for Intice, Inc., an automotive digital retail software company.
CRS (Client Relationship Summary) - RIA
Click below to view David Bertoncini's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 10, 2023 - Present
BITCOIN STANDARD
Office #1: 200 Central Ave Floor 4, St Petersburg, FL 33701RIA
CRD#: 326609
ST PETERSBURG, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/10/2023)
Current Firm
BS
BITCOIN STANDARD
BITCOIN STANDARD | BITCOIN STANDARD LLC
CRD#: 326609 / SEC#:
Florida
Registered Investment Advisory firm - (10/10/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 Central Ave Floor 4, St Petersburg, FL 33701
Mailing Address
Phone number
(727) 709-9536
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 27,599 |
Red Flags
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