David Roesser brings over 20 years of experience working within the financial services industry. David currently is acting as the Advisor Acquisition Specialist for Waddell & Reed in the Mid-Atlantic Complex. In his last role, as Vice President at Fidelity Investments, David consulted with existing Investment Advisor Representatives, and with captive advisors who were looking to establish a path to independence. Prior to that, David was Vice President of Branch Development for LPL Financial in the Northeast. In this capacity, David was recruiting financial professionals and teams who were interested in establishing an independent practice or changing their current Broker/Dealer or Registered Investment Advisor affiliation.
From 2001-2008 David helped lead Merrill Lynch’s institutional custody and trading business for Registered Investment Advisors and Broker/Dealers.
David has a Bachelor of Science Degree in Mathematics from Dickinson College and received his Masters in Business Administration from Temple University Fox School of Business.
Waddell & Reed is not affiliated with any other entities referenced herein.
David acts as a non-registered associated person of Waddell & Reed, Inc. He is authorized to assist Financial Advisors with approved activities. He is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition he is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 01/18