Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top advisor by experience in New Haven
22yrs
Based in New Haven, Connecticut, David Norris is a financial advisor with 22 years of industry experience. David has been with Ladd Capital Management since 2026; before that, David spent four years at Oaktree Asset Management. David holds the CFA designation.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 66% of advisors in New Haven
Office110 Whitney Ave, New Haven, CT 06510
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.45 million
Advisors at the firm2
States licensed ?1 state
Services through Ladd Capital Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jan 2026 – nowLadd Capital Management LLCCurrent firm
- 2005 – 2009Oaktree Asset Management, LLCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Ladd Capital Management at 203-562-6624 and ask for David Norris. David works from the New Haven, CT office.
How long has David been a financial advisor?
David has been in the industry since 2005, about 22 years. More experience than 66% of advisors in New Haven.
What licenses does David hold?
No exams are listed on the official record.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Ladd Capital Management reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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