AdFi
DM

David Mark Fletcher

Investment Adviser Representative at SOUTHEAST ASSET ADVISORS, LLC

Tallahassee, FLCRD #4645681Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Mark Fletcher has worked in the securities industry since 2003. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Florida

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
First $1,000,0001.00%
Next $4,000,0000.75%
Next $5,000,0000.65%
Over $10,000,0000.50%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Southeast Asset Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SOUTHEAST ASSET ADVISORS, LLCCurrent
5/29/2003Tallahassee, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SOUTHEAST ASSET ADVISORS, LLC

7 other advisors in the directory

View SOUTHEAST ASSET ADVISORS, 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 Mark Fletcher 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 Mark Fletcher - Financial Advisor in Tallahassee, FL | AdvisorFinder