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David Lee Dorsey

TRITON WEALTH MANAGEMENT, PLLC·SUN CITY, Arizona
SIE, Series 7, Series 63, Series 66Clean record11 years registeredTRITON WEALTH MANAGEMENT, PLLC
13211 N 103RD AVE, SUN CITY, AZ 85351CRD# 4469521Firm CRD# 291070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lee Dorsey · SUN CITY, AZ
Registration
CRD #4469521 · TRITON WEALTH MANAGEMENT, PLLC · 11 years registered
Brand Profile
Not yet started
01

Career History

TRITON WEALTH MANAGEMENT, PLLC
Nov 2018 – present
KINGSVIEW ASSET MANAGEMENT, LLC
Feb 2018 – Jan 2019
Sun City, AZ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Mar 2015 – Oct 2016
SUN CITY, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · March 18, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRITON WEALTH MANAGEMENT, PLLC
CRD 291070 · SEC 801-114305
AUM
$307M
Regulatory assets under management
Employees
8
1,398 client accounts
Services offered by TRITON WEALTH MANAGEMENT, PLLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRITON WEALTH MANAGEMENT, PLLC →
Introduction

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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 at TRITON WEALTH MANAGEMENT, PLLC

William Chad Mitton
SUN CITY, AZ
Gary Lynn Luna
SURPRISE, AZ
CFP
Michael Clawson Bird
SUN CITY, AZ
Cody Lee Ashton
SUN CITY, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in ArizonaNational Fee Analysis
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