Unclaimed Profile

David Michael Lawson

CONESTOGA CAPITAL ADVISORS, LLC·WAYNE, Pennsylvania

Clean recordCONESTOGA CAPITAL ADVISORS, LLC

CROSSPOINT AT VALLEY FORGE, WAYNE, PA 19087CRD# 4386025Firm CRD# 111750

Profile Verification

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

Identity

David Michael Lawson · WAYNE, PA

Registration

CRD #4386025 · CONESTOGA CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Michael Lawson is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with CONESTOGA CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CONESTOGA CAPITAL ADVISORS, LLC

AUM

$7.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONESTOGA CAPITAL ADVISORS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4386025

Firm CRD# 111750

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Michael Lawson offer?

David Michael Lawson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.

What are David Michael Lawson's credentials?

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

Where is David Michael Lawson located?

David Michael Lawson is based in WAYNE, Pennsylvania, working with CONESTOGA CAPITAL ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does David Michael Lawson charge for services?

David Michael Lawson'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 CONESTOGA CAPITAL ADVISORS, LLC?

CONESTOGA CAPITAL ADVISORS, LLC has approximately 17 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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