David Dennett has been an investment adviser representative at Solid Point Wealth Advisors since February 2023, and is not listed among the firm’s executive officers or direct owners.
Solid Point Wealth Advisors, LLC is a firm with $120M under management, 239 clients and 5 advisers in one office, as of its August 2026 filing.
David J Dennett is Senior Advisor of Solid Point Wealth Advisors, LLC. He brings over 28 years of experience in the financial services industry, markets, and client suitability. He works with individuals, families, businesses, and institutions as a Senior Advisor.
David Dennett’s longest registration is the current one, 3 years at Solid Point Wealth Advisors since 2023. Before joining Solid Point Wealth Advisors in 2023, David Dennett was registered through Sandhill Investment Management.
- – present · 3 yearsManlius, NY · Adviser representative · Firm CRD 323093
- Sandhill Investment Management– · 1 yearSaratoga Springs, NY · Adviser representative · Firm CRD 129800
Investment adviser representative registrations
David Dennett is registered as an investment adviser representative in New York, since February 2023.
- New YorkSince 6 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 November 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 July 1994 |
| Series 7 | General Securities Representative Examination | 8 July 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David John Dennett
- CRD
- 2512476
- Firm
- Solid Point Wealth Advisors · CRD 323093
- Office
- Manlius, NY
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- solidpointwealth.com
Where does David Dennett work?
David Dennett is an investment adviser representative registered through Solid Point Wealth Advisors, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is David Dennett a financial advisor?
Yes. David Dennett has a current investment-adviser registration in New York, through Solid Point Wealth Advisors since February 2023.
How many years of experience does David Dennett have?
David Dennett has 4 years in the financial industry, since December 2021, across 2 adviser firms.
What exams has David Dennett passed?
David Dennett has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1994.
Where did David Dennett work before Solid Point Wealth Advisors?
Before Solid Point Wealth Advisors, David Dennett was registered through Sandhill Investment Management, November 2021 to January 2023.
Where is David Dennett based?
David Dennett’s registered office is in Manlius, NY.
Is David Dennett registered with FINRA?
No. David Dennett has no current broker registration.
How can I verify David Dennett’s record?
Search CRD 2512476 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Dennett’s full registration record.
