Unclaimed Profile

David Joseph Cottam

NATIONAL WEALTH MANAGEMENT, LLC·FLORHAM PARK, New Jersey

Series 7, Series 63, Series 6524 years registeredNATIONAL WEALTH MANAGEMENT, LLC

26 COLUMBIA TURNPIKE, FLORHAM PARK, NJ 07932CRD# 2716994Firm CRD# 136346

Profile Verification

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

Identity

David Joseph Cottam · FLORHAM PARK, NJ

Registration

CRD #2716994 · NATIONAL WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CARY STREET PARTNERS

Mar 2022 – present

KENSINGTON FINANCIAL ADVISORS LLC

Aug 2005 – May 2022

FLORHAM PARK, NJ

CITIGROUP GLOBAL MARKETS INC.

May 2002 – Jun 2005

FLORHAM PARK, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 8, 2002

Years registered · 24

Disclosure History

2006Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KENSINGTON FINANCIAL ADVISORS LLC

CRD 136346 · SEC 801-64526

AUM

$130M

Regulatory assets under management

Employees

348 client accounts

Services offered by KENSINGTON FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KENSINGTON FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David Joseph Cottam offer?

David Joseph Cottam specializes in Financial Planning, Investment Management. Contact their office in FLORHAM PARK, New Jersey for a consultation.

What are David Joseph Cottam's credentials?

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

Where is David Joseph Cottam located?

David Joseph Cottam is based in FLORHAM PARK, New Jersey, working with NATIONAL WEALTH MANAGEMENT, LLC. Their office serves clients in the FLORHAM PARK metropolitan area and surrounding communities.

How does David Joseph Cottam charge for services?

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

How large is NATIONAL WEALTH MANAGEMENT, LLC?

NATIONAL WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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