Investment adviser representative · Earned Wealth Advisors, LLC
David B. Mandell
CRD 4274252 · Fort Lauderdale, FL
At a glance
David B. Mandell is an investment adviser representative with Earned Wealth Advisors, LLC in Fort Lauderdale, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2008, about 18 years ago.
Current advisory firm
- Earned Wealth Advisors, LLCSince December 2025Fort Lauderdale, FL · $3.1B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.