DM

David Edward Messing

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M

Fee Structure

Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 2017
Final Disposition
Financial
December 2015
Final
Other Business Activities

David is the managing tutor for David Messing Tutoring, which he owns and operates. He spends about 10-20% of his time on this activity outside of normal trading hours.

Employment History
Current Registrations
Quincy Wells Advisors, LLC
January 2025 - Present · 1 yr
Great Point Capital LLC
September 2024 - Present · 1 yr 4 mos
Great Point Capital LLCBroker
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Great Point Capital LLCBroker
August 2020 - December 2022 · 2 yrs 4 mos
Bright Trading, LLCBroker
August 2019 - August 2020 · 1 yr
Hold Brothers Capital LLCBroker
January 2017 - October 2017 · 9 mos
Purshe Kaplan Sterling InvestmentsBroker
November 2015 - February 2016 · 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.