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Investment adviser representative · Yosemite Capital Management

David R. Leckey

CRD 7779396 · Newport Beach, CA

At a glance

David R. Leckey is an investment adviser representative with Yosemite Capital Management in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Personal Financial Specialist.

Current advisory firm

SEC adviser record

Registered since
2026
Designations
Personal Financial Specialist
Exams
–
Registered in
–
Also a broker representative
No
Disclosures on record
None

AtlasMembers

David’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.