David Lesser has been an investment adviser representative at Shelter Wealth Strategies since June 2026, and is not listed among the firm’s executive officers or direct owners.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
- – present · under a yearWestlake Village, CA · Adviser representative · Firm CRD 170655
Investment adviser representative registrations
David Lesser is registered as an investment adviser representative in California, as a resident of California, since June 2026.
- CaliforniaResidentSince 8 June 2026
Examinations
No examinations are on David Lesser’s record.
- Full name
- David Allen Lesser
- CRD
- 8288490
- Firm
- Shelter Wealth Strategies · CRD 170655
- Office
- Westlake Village, CA
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does David Lesser work?
David Lesser is an investment adviser representative registered through Shelter Wealth Strategies, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Lesser a financial advisor?
Yes. David Lesser has a current investment-adviser registration in California, through Shelter Wealth Strategies since June 2026.
How many years of experience does David Lesser have?
David Lesser has 0 years in the financial industry, since June 2026, across 1 adviser firm.
Where is David Lesser based?
David Lesser’s registered office is in Westlake Village, CA.
Is David Lesser registered with FINRA?
No. David Lesser has no current broker registration.
How can I verify David Lesser’s record?
Search CRD 8288490 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Lesser’s full registration record.