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David Michael Bilby

Investment Adviser Representative at OPTIMIZED INVESTMENT PARTNERS, LLC

Cardiff, CACRD #7561337Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
1 states
Exams Passed
2

Professional summary

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

David Michael Bilby has worked in the securities industry since 2022. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/23/2022
Series 50
Municipal Advisor Representative Qualification Exam
Passed 6/2/2021

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0025
Account minimum: $5,000,000

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

Source

Optimized Investment Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OPTIMIZED INVESTMENT PARTNERS, LLCCurrent
7/28/2022 – Cardiff, CA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at OPTIMIZED INVESTMENT PARTNERS, LLC

1 other advisor in the directory

Robert Joseph Michalik
Investment Adviser Representative
Investment Adviser Rep
View OPTIMIZED INVESTMENT PARTNERS, 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 Michael Bilby 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.