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David Bruce Elliott

CONVERGENT WEALTH ADVISORS, LLC·CALIFORNIA, California
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555 S. FLOWER ST., CALIFORNIA, CA 90071CRD# 4579531Firm CRD# 143719
01

About

David Bruce Elliott is a registered financial advisor based in CALIFORNIA, California, affiliated with CONVERGENT WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CONVERGENT WEALTH ADVISORS, LLC
CONVERGENT WEALTH ADVISORS, LLC
AUM
$20M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CONVERGENT WEALTH ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Other: LIQUIDATING FUNDS, NO FEES ARE BEING COLLECTED
Regulatory
SEC/IARD CRD# 4579531
Firm CRD# 143719
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Bruce Elliott offer?
David Bruce Elliott specializes in Retirement Planning. Contact their office in CALIFORNIA, California for a consultation.
What are David Bruce Elliott's credentials?
David Bruce Elliott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bruce Elliott located?
David Bruce Elliott is based in CALIFORNIA, California, working with CONVERGENT WEALTH ADVISORS, LLC. Their office serves clients in the CALIFORNIA metropolitan area and surrounding communities.
How does David Bruce Elliott charge for services?
David Bruce Elliott's firm is compensated through other: liquidating funds, no fees are being collected. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONVERGENT WEALTH ADVISORS, LLC?
CONVERGENT WEALTH ADVISORS, LLC is a registered investment adviser with the SEC, managing $20M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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