David Ortiz
Investment Adviser Representative at STANSBERRY ASSET MANAGEMENT, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Ortiz has worked in the securities industry since 2026. They have passed the Series 65 examination. They are registered to provide investment advisory services in Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| All Strategies (Except Treasury) - First $1M | 1.50% |
| All Strategies (Except Treasury) - Next $4M | 1.25% |
| All Strategies (Except Treasury) - Next $20M | 1.00% |
| All Strategies (Except Treasury) - Amounts over $25M | 0.75% |
| Treasury Strategy - First $1M | 0.50% |
| Treasury Strategy - Amounts over $1M | 0.25% |
Firm-stated minimum; may be waived at the firm's discretion.
Stansberry Asset Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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