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David Lee Dorsey

TRITON WEALTH MANAGEMENT, PLLC·SUN CITY, Arizona
Unclaimed Profile
13211 N 103RD AVE, SUN CITY, AZ 85351CRD# 4469521Firm CRD# 291070
01

About

David Lee Dorsey is a registered financial advisor based in SUN CITY, Arizona, affiliated with TRITON WEALTH MANAGEMENT, PLLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRITON WEALTH MANAGEMENT, PLLC
TRITON WEALTH MANAGEMENT, PLLC
AUM
$307M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TRITON WEALTH MANAGEMENT, PLLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4469521
Firm CRD# 291070
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Dorsey offer?
David Lee Dorsey specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SUN CITY, Arizona for a consultation.
What are David Lee Dorsey's credentials?
David Lee Dorsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Dorsey located?
David Lee Dorsey is based in SUN CITY, Arizona, working with TRITON WEALTH MANAGEMENT, PLLC. Their office serves clients in the SUN CITY metropolitan area and surrounding communities.
How does David Lee Dorsey charge for services?
David Lee Dorsey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRITON WEALTH MANAGEMENT, PLLC?
TRITON WEALTH MANAGEMENT, PLLC has approximately 8 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SUN CITY
Cody Lee Ashton — TRITON WEALTH MANAGEMENT, PLLCMichael Clawson Bird — TRITON WEALTH MANAGEMENT, PLLCWilliam Chad Mitton — TRITON WEALTH MANAGEMENT, PLLC
Nearby cities in Arizona
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City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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