Unclaimed Profile

David Blake Bath

WESTBOURNE INVESTMENT ADVISORS INC.·BETHESDA, Maryland

Series 7, Series 63, Series 65, Series 86, Series 87Clean record12 years registeredWESTBOURNE INVESTMENT ADVISORS INC.

7200 WISCONSIN AVE., STE. 1103, BETHESDA, MD 20814CRD# 2315776Firm CRD# 144571

Profile Verification

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

Identity

David Blake Bath · BETHESDA, MD

Registration

CRD #2315776 · WESTBOURNE INVESTMENT ADVISORS INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESTBOURNE INVESTMENT ADVISORS INC.

WESTBOURNE INVESTMENT ADVISORS INC.

Jan 2016 – Nov 2017

BETHESDA, MD

BAY BRIDGE CAPITAL MANAGEMENT, LLC

Mar 2014 – Nov 2017

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · March 12, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTBOURNE INVESTMENT ADVISORS INC.

CRD 144571 · SEC 801-68167

AUM

$300M

Regulatory assets under management

Employees

378 client accounts

Services offered by WESTBOURNE INVESTMENT ADVISORS INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WESTBOURNE INVESTMENT ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does David Blake Bath offer?

David Blake Bath specializes in Investment Management.

What are David Blake Bath's credentials?

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

Where is David Blake Bath located?

David Blake Bath is based in BETHESDA, Maryland, last registered with WESTBOURNE INVESTMENT ADVISORS INC..

How does David Blake Bath charge for services?

David Blake Bath'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 WESTBOURNE INVESTMENT ADVISORS INC.?

WESTBOURNE INVESTMENT ADVISORS INC. has approximately 4 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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