Edward Jones
42yrs
Top advisor by experience in Berkley
16yrs
David Underhill
Full name on record: David Stuart Underhill
Financial advisor at Underhill Investments
David Underhill is a fiduciary financial advisor in Berkley, Michigan, with 16 years in the industry. After a year at Questar Asset Management, David joined Underhill Investments in 2013, a firm offering investment management and selecting outside investment managers. Underhill Investments reports being paid through a percentage of assets.
One of 12 advisors with offices in Berkley, and one of 11 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 51% of advisors nationwide
Office1894 W. Eleven Mile Road, Berkley, MI 48072
How the firm is paid ?Percent of assets
Typical client at the firm ?$311,111
States licensed ?1 state
Services through Underhill Investments
Investment management for individuals and small businessesChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowUnderhill Investments, LLCCurrent firm
- Feb 2011 – May 2012Questar Asset Management, Inc.Previously
Contact David
(248) 548-2918Underhill Investments main office 1894 W. Eleven Mile RoadBerkley, MI 48072Office · Get directions Firm websiteHTTP://WWW.DAVIDSUNDERHILL.COM
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Questions to ask David
Tailored to David’s registration and firm.
- 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 Underhill Investments at (248) 548-2918 and ask for David Underhill. David works from the Berkley, MI office.
How long has David been a financial advisor?
David has been in the industry since 2010, about 16 years. More experience than 51% of advisors nationwide.
What licenses does David hold?
Series 66. 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?
Underhill Investments 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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