Unclaimed Profile

David John Sculati

SCULATI WEALTH MANAGEMENT, LLC·BLOOMFIELD HILLS, Michigan

Series 7, Series 31, Series 63, Series 65Clean record16 years registeredSCULATI WEALTH MANAGEMENT, LLC

7457 FRANKLIN ROAD, SUITE 222, BLOOMFIELD HILLS, MI 48301CRD# 2803421Firm CRD# 158783

Profile Verification

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

Identity

David John Sculati · BLOOMFIELD HILLS, MI

Registration

CRD #2803421 · SCULATI WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

SCULATI WEALTH MANAGEMENT, LLC

Apr 2018 – present

SCULATI WEALTH MANAGEMENT, LLC

Feb 2012 – Feb 2018

BLOOMFIELD HILLS, MI

WHITE PINE INVESTMENT CO

Jul 2010 – Jan 2012

LIVONIA, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · July 6, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCULATI WEALTH MANAGEMENT, LLC

CRD 158783 · SEC 801-112320

AUM

$294M

Regulatory assets under management

Employees

937 client accounts

Services offered by SCULATI WEALTH MANAGEMENT, LLC

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 SCULATI WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David John Sculati offer?

David John Sculati specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are David John Sculati's credentials?

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

Where is David John Sculati located?

David John Sculati is based in BLOOMFIELD HILLS, Michigan, working with SCULATI WEALTH MANAGEMENT, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does David John Sculati charge for services?

David John Sculati'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 SCULATI WEALTH MANAGEMENT, LLC?

SCULATI WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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