Unclaimed Profile

David Scott Whitcher

TRELLIS WEALTH ADVISORS, LLC·SAN LUIS OBISPO, California

Series 7, Series 24, Series 66Clean record25 years registeredTRELLIS WEALTH ADVISORS, LLC

1135 SANTA ROSA STREET, SAN LUIS OBISPO, CA 93401CRD# 4151621Firm CRD# 154861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Scott Whitcher · SAN LUIS OBISPO, CA

Registration

CRD #4151621 · TRELLIS WEALTH ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

TRELLIS WEALTH ADVISORS, LLC

Oct 2010 – present

S & Y ASSET MANAGEMENT LLC

Feb 2006 – Dec 2008

SAN FRANCISCO, CA

S & Y ASSET MANAGEMENT LLC

Mar 2005 – Dec 2005

SAN FRANCISCO, CA

STONE & YOUNGBERG LLC

Jan 2005 – Sep 2010

SAN FRANCISCO, CA

CITICORP INVESTMENT SERVICES

Jun 2003 – Apr 2004

SAN FRANCISCO, CA

ROBERTSON STEPHENS, INC.

Jan 2001 – Nov 2002

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · January 16, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRELLIS WEALTH ADVISORS, LLC

CRD 154861 · SEC 801-80089

AUM

$347M

Regulatory assets under management

Employees

518 client accounts

Services offered by TRELLIS WEALTH ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TRELLIS WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Scott Whitcher offer?

David Scott Whitcher specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are David Scott Whitcher's credentials?

David Scott Whitcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Scott Whitcher located?

David Scott Whitcher is based in SAN LUIS OBISPO, California, working with TRELLIS WEALTH ADVISORS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does David Scott Whitcher charge for services?

David Scott Whitcher'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 TRELLIS WEALTH ADVISORS, LLC?

TRELLIS WEALTH ADVISORS, LLC has approximately 4 employees and manages $347M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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