SR. Vice President/director of Equity · Genter Capital Management
David W. Pescherine
CRD 3229632 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Genter Capital Management, an SEC-registered wealth manager based in LOS Angeles, CA with $5.1 billion in regulatory assets, lists David W. Pescherine on its Form ADV as SR. Vice President/director of Equity, a control person. The SEC filings also name David at 1 other registered adviser.
Firms and roles
- Genter Capital ManagementSR. Vice President/director of EquityWealth manager · LOS Angeles, CA · $5.1B in regulatory assets
- Genter Advisors LLCSR. Vice President/director of EquityWealth manager · LOS Angeles, CA · $183M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Daniel J. GenterPresident/ceo/cio, Genter Capital Management
- Manuel A. GutierrezSR. Vice President/cfo/chief Compliance Officer, Genter Capital Management
- Timothy J. DemshkiSR. Vice President/director of Private Client Division, Genter Capital Management
- Brian L. ElliottSR. Vice President/director of Institutional Division, Genter Capital Management
- Alexander J. HallSR. Vice President/director of Taxable Fixed Income, Genter Capital Management
5 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.