Investment adviser representative · Brookside Strategy And Consulting
David M. Ward
CRD 1555648 · Burbank, CA
At a glance
David M. Ward is an investment adviser representative with Brookside Strategy And Consulting in Burbank, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2017, about 9 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Brookside Strategy And ConsultingSince November 2025Burbank, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- 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
- 3 firmsLocked
- 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.