David Dewitt has been an investment adviser representative at Dewitt Investment Research & Management since October 2017, and is not listed among the firm’s executive officers or direct owners.
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.
- Dewitt Capital ManagementCurrent– present · 8 yearsWayne, PA · Adviser representative · Firm CRD 108232
Investment adviser representative registrations
David Dewitt is registered as an investment adviser representative in Pennsylvania, since October 2017.
- PennsylvaniaSince 25 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 October 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 10 October 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- David Hunter Dewitt
- CRD
- 6383079
- Firm
- Dewitt Investment Research & Management · CRD 108232
- Office
- 37 WEST AVENUE, SUITE 204B, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does David Dewitt work?
David Dewitt is an investment adviser representative registered through Dewitt Investment Research & Management Inc since October 2017, and is not listed among the firm’s executive officers or direct owners.
Is David Dewitt a financial advisor?
Yes. David Dewitt has a current investment-adviser registration in Pennsylvania, through Dewitt Investment Research & Management since October 2017.
How many years of experience does David Dewitt have?
David Dewitt has 8 years in the financial industry, since October 2017, across 1 adviser firm.
What exams has David Dewitt passed?
David Dewitt has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in October 2014. FINRA credited David Dewitt with the SIE, which began in October 2018.
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.
How can I verify David Dewitt’s record?
Search CRD 6383079 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Dewitt’s full registration record.
