DT
David Treat Dewitt
CRD 1055072
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Dewitt Investment Research & Management Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Dewitt Investment Research & Management Inc
President, Secretary, Treasurer, Director/Chief Compliance Officer · 75% or more · Sep 2023
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗