David Dewitt has been President, Secretary, Treasurer, Director/Chief Compliance Officer of Dewitt Investment Research & Management since February 1996, is a control person of the firm and directly owns 75% or more of it.
Dewitt Investment Research & Management Inc is a Collegeville, PA firm with $123M under management, 85 clients and 3 advisers across 2 offices, as of its April 2026 filing.
David T. DeWitt is with DeWitt Capital Management. His experience spans equity research, portfolio management, Master Limited Partnerships (MLPs) and the energy-infrastructure and midstream sectors. He is the author of Master Limited Partnerships: Your Guide to the Income-Producing MLP Investments That Are Building America's Energy Infrastructure.
- Dewitt Capital ManagementCurrent– present · 29 yearsWayne, PA · Adviser representative · Firm CRD 108232
Professional designations
Listed by Dewitt Investment Research & Management
- Certified Financial Planner™ (CFP®)
- Chartered SRI Counselor (CSRIC®)
Investment adviser representative registrations
David Dewitt is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 1997; the most recent is Texas, in May 2023.
- PennsylvaniaSince 27 January 1997
- TexasResidentSince 4 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 15 | Foreign Currency Options Examination | 26 January 1988 |
| Series 5 | Interest Rate Options Examination | 26 January 1988 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 8 May 1986 |
| Series 3 | National Commodity Futures Examination | 22 September 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 July 1982 |
| Series 7 | General Securities Representative Examination | 17 July 1982 |
- Name
- Foreign Currency Options Examination
- Name
- Interest Rate Options Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Treat Dewitt
- CRD
- 1055072
- Firm
- Dewitt Investment Research & Management · CRD 108232
- Role
- President, Secretary, Treasurer, Director/Chief Compliance Officer
- Office
- 37 WEST AVENUE, SUITE 204B, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- January 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mvpmoneymoves.com
Where does David Dewitt work?
David Dewitt has been President, Secretary, Treasurer, Director/Chief Compliance Officer of Dewitt Investment Research & Management Inc since February 1996, and is a control person of the firm.
Is David Dewitt a financial advisor?
Yes. David Dewitt has a current investment-adviser registration in Pennsylvania and Texas, through Dewitt Investment Research & Management since January 1997.
How many years of experience does David Dewitt have?
David Dewitt has 29 years in the financial industry, since January 1997, across 1 adviser firm.
What exams has David Dewitt passed?
David Dewitt has passed 6 licensing exams: the Series 7, Series 63, Series 3, Series 8, Series 15 and Series 5. The earliest, the Series 7, was passed in July 1982.
Where is David Dewitt based?
David Dewitt’s registered office is in Wayne, PA.
Is David Dewitt registered with FINRA?
No. David Dewitt has no current broker registration.
Is David Dewitt a CFP?
Dewitt Investment Research & Management lists David Dewitt with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: David T. DeWitt, CFP®, CSRIC® biography, mvpmoneymoves.com
How can I verify David Dewitt’s record?
Search CRD 1055072 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Dewitt’s full registration record.