David Savage

from Opes Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
David Savage is a financial advisor based in California, Menlo Park, with 31 years of experience. David currently works for Opes Wealth Management, LLC. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Savage works at Opes Wealth Management, LLC
Opes Wealth Management, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $473,581,153 of assets under management and employs about 8 people. Opes Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
535 Middlefield Road, Suite 160, Menlo Park, California, 94025

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