David Whitcher has been Member & Founder of Trellis Wealth Advisors since July 2010, is a control person of the firm and directly owns between 25% and 50% of it. David Whitcher holds an MBA from San Francisco State University and a BA in Business Economics from California State University, Fullerton.
Trellis Wealth Advisors, LLC is a San Luis Obispo, CA firm with $480M under management, 128 clients and 4 advisers in one office, as of its March 2026 filing.
Scott Whitcher is Founder of Trellis Wealth Advisors. As a founding partner, Whitcher shares equal responsibility for every aspect of running the business, working with clients, and managing portfolios. Before founding the firm, he created and served as Managing Director of Stone & Youngberg's Asset Management Group, responsible for portfolio construction and investment strategy for its discretionary managed client accounts. Earlier he was a partner at Sterling Stamos.
David Whitcher’s longest registration is the current one, 15 years at Trellis Wealth Advisors since 2010. Before joining Trellis Wealth Advisors in 2010, David Whitcher was registered through S & Y Asset Management LLC and Stone & Youngberg LLC.
- Trellis Wealth Advisors, LLCCurrent– present · 15 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 154861
- S & Y Asset Management LLC– · 2 yearsSan Francisco, CA · Adviser representative · Firm CRD 129754
- S & Y Asset Management LLC– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 129754
- Stone & Youngberg LLC– · 5 yearsSan Francisco, CA · Adviser representative · Firm CRD 795
- Citicorp Investment Services– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 23988
- Robertson Stephens, Inc.– · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 41271
Investment adviser representative registrations
David Whitcher is registered as an investment adviser representative in California, since October 2010.
- CaliforniaSince 29 October 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 13 June 2001 |
| Series 66 | Uniform Combined State Law Examination | 18 December 2000 |
| Series 7 | General Securities Representative Examination | 7 September 2000 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Scott Whitcher
- CRD
- 4151621
- Firm
- Trellis Wealth Advisors · CRD 154861
- Role
- Member & Founder
- Office
- 1135 SANTA ROSA STREET, SUITE 310, San Luis Obispo, CA 93401
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trelliswealth.com
Where does David Whitcher work?
David Whitcher has been Member & Founder of Trellis Wealth Advisors, LLC since July 2010, and is a control person of the firm.
Is David Whitcher a financial advisor?
Yes. David Whitcher has a current investment-adviser registration in California, through Trellis Wealth Advisors since October 2010.
How many years of experience does David Whitcher have?
David Whitcher has 24 years in the financial industry, since July 2002, across 5 adviser firms.
What exams has David Whitcher passed?
David Whitcher has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in September 2000.
Where did David Whitcher work before Trellis Wealth Advisors?
Before Trellis Wealth Advisors, David Whitcher was registered through S & Y Asset Management LLC, February 2006 to December 2008; S & Y Asset Management LLC, March 2005 to December 2005; Stone & Youngberg LLC, January 2005 to September 2010; Citicorp Investment Services, June 2003 to April 2004; Robertson Stephens, Inc., January 2001 to November 2002.
Where is David Whitcher based?
David Whitcher’s registered office is in San Luis Obispo, CA.
Is David Whitcher registered with FINRA?
No. David Whitcher has no current broker registration.
How can I verify David Whitcher’s record?
Search CRD 4151621 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Whitcher’s full registration record.