Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
26yrs
David Moretsky has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Bellevue, Washington. After nine years at Private Advisor Group and 13 years at Myicon, David joined Winthrop Wealth in 2022, a firm offering financial planning, investment management, and retirement plan consulting. David’s designations include CFP® and ChFC.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 22% by experience in Bellevue
Office10900 NE 4th St Suite 2406, Bellevue, WA 98004
FirmWinthrop Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.22 million
Advisors at the firm28
States licensed ?1 state
Services through Winthrop Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWinthrop WealthCurrent firm
- 2014 – 2022Private Advisor Group, LLCPreviously
- 2010 – 2022MyiconPreviously
- 2005 – 2009MyiconPreviously
- 2005 – 2015LPL Financial LLCPreviously
- 2002 – 2005Hornor, Townsend & Kent, LLCPreviously
- 2001 – 2005Advisory Resource Group, LLCPreviously
Contact David
(617) 530-1010Firm headquarters in Boston, MA. Ask for David. 10900 NE 4th St Suite 2406Bellevue, WA 98004Office · Get directions YouTube channelWinthrop Wealth
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About David
How do I contact David?
Call Winthrop Wealth at (617) 530-1010 and ask for David Moretsky. David works from the Bellevue, WA office.
How long has David been a financial advisor?
David has been in the industry since 2000, about 26 years. Top 22% by experience in Bellevue.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Winthrop Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. 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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