Wells Fargo Advisors
46yrs
Top advisor by experience in Portsmouth
19yrs
David Sinclair has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Portsmouth, New Hampshire. David has been with Mile High Investments since 2011; before that, David spent a year at Avantax Advisory Services. Mile High Investments offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 342 advisors with offices in Portsmouth, and one of 313 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 60% of advisors in New Hampshire
OfficePortsmouth, NH
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$843,731
States licensed ?2 states
Services through Mile High Investments
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowMile High Investments, LLCCurrent firm
- Jan 2010 – Apr 2011Avantax Advisory ServicesPreviously
Contact David
(720) 244-2095Mile High Investments main office Portsmouth, NHOffice · Get directions Firm websiteHTTPS://WWW.MILEHIGHINVESTMENTS.NETIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Mile High Investments at (720) 244-2095 and ask for David Sinclair. David works from the Portsmouth, NH office.
How long has David been a financial advisor?
David has been in the industry since 2007, about 19 years. More experience than 60% of advisors in New Hampshire.
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?
Mile High Investments reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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