David Van Ness Ogden
Professional Summary
David Van Ness Ogden, who also goes by David Vanness Ogden, is a registered financial advisor currently at OGDEN ASSET MANAGEMENT, LLC located in Chagrin Falls, Ohio. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. David has worked at 6 firms and has passed the Series 65, Series 63, Series 15, Series 3, Series 5, Series 7 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Vanness Ogden
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
49 years in the financial services industry
Current & Past Employments
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Current Firm
DAVID V.N. OGDEN | OGDEN ASSET MANAGEMENT, LLC
Contact Information
Main Address
Chagrin Falls, OHPhone Number
(216) 287-2419# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$5,143,781Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/5/2004)
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 15 — Foreign Currency Options Examination
Passed Dec 1987Series 5 — Interest Rate Options Examination
Passed Oct 1981Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Dec 1984Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Van Ness Ogden's CRS (Customer Relationship Summary).
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