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David C Ferreira

OWLS NEST PARTNERS IA, LLC·CHADDS FORD, Pennsylvania
Clean record8 years registeredOWLS NEST PARTNERS IA, LLC
223 WILMINGTON-WEST CHESTER PIKE, CHADDS FORD, PA 19317-9711CRD# 6440848Firm CRD# 289811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David C Ferreira · CHADDS FORD, PA
Registration
CRD #6440848 · OWLS NEST PARTNERS IA, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

OWLS NEST PARTNERS
Jan 2018 – present
02

Registrations & Exams

Registration record
First registered · January 3, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OWLS NEST PARTNERS IA, LLC
CRD 289811 · SEC 801-120755
AUM
$389M
Regulatory assets under management
Employees
10
17 client accounts
Services offered by OWLS NEST PARTNERS IA, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at OWLS NEST PARTNERS IA, LLC →
Introduction

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Frequently Asked Questions

What services does David C Ferreira offer?
David C Ferreira specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHADDS FORD, Pennsylvania for a consultation.
What are David C Ferreira's credentials?
David C Ferreira is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David C Ferreira located?
David C Ferreira is based in CHADDS FORD, Pennsylvania, working with OWLS NEST PARTNERS IA, LLC. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.
How does David C Ferreira charge for services?
David C Ferreira's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OWLS NEST PARTNERS IA, LLC?
OWLS NEST PARTNERS IA, LLC has approximately 10 employees and manages $389M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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