Unclaimed Profile

David Warren Polstra

BRIGHTWORTH, LLC·ATLANTA, Georgia

Series 7, Series 24, Series 63, Series 65Clean record28 years registeredBRIGHTWORTH, LLC

3344 PEACHTREE ROAD, NE, ATLANTA, GA 30326CRD# 1014810Firm CRD# 109569

Profile Verification

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

Identity

David Warren Polstra · ATLANTA, GA

Registration

CRD #1014810 · BRIGHTWORTH, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIGHTWORTH, LLC

CI BRIGHTWORTH PRIVATE WEALTH

Jan 1998 – Dec 2022

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 2, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTWORTH, LLC

CRD 109569 · SEC 801-57003

AUM

$5.4B

Regulatory assets under management

Employees

7,498 client accounts

Services offered by BRIGHTWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRIGHTWORTH, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Warren Polstra offer?

David Warren Polstra specializes in Financial Planning, Investment Management, Wealth Management.

What are David Warren Polstra's credentials?

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

Where is David Warren Polstra located?

David Warren Polstra is based in ATLANTA, Georgia, last registered with BRIGHTWORTH, LLC.

How does David Warren Polstra charge for services?

David Warren Polstra's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTWORTH, LLC?

BRIGHTWORTH, LLC has approximately 79 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →