AdFi
DB

David Bezar

Investment Adviser Representative at THRIVE CAPITAL MANAGEMENT, LLC

Fort Washington, PACRD #2153836Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Pennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/30/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 1/22/1992
SIE
Securities Industry Essentials Examination
Passed 10/14/2015
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/18/1992
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 6/6/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $1,000,0001.50%
$1,000,001 - $2,500,0001.00%
$2,500,001 - $5,000,0000.75%
$5,000,001 - $10,000,0000.50%
Over $10,000,001
Source

Thrive Capital Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THRIVE CAPITAL MANAGEMENT, LLCCurrent
10/13/2015Fort Washington, PA
CORECAP INVESTMENTS, INC.
10/7/201410/14/2015Southfield, MI
PARSONEX SECURITIES, INC.
12/23/20118/6/2012Englewood, CO
SECURITIES AMERICA, INC.
8/1/200712/31/2009Fort Washington, PA
PFS INVESTMENTS INC.
2/20/19926/12/2007Fort Washington, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at THRIVE CAPITAL MANAGEMENT, LLC

Showing 12 of 15 in the directory

View THRIVE CAPITAL MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Bezar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Bezar - Financial Advisor in Fort Washington, PA | AdvisorFinder