David Sinclair
Mile High Investments · Portsmouth, New Hampshire
David Sinclair is a fee-only financial advisor at Mile High Investments in Portsmouth, New Hampshire. Mile High Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mile High Investments |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $102.1M across 121 accounts |
| SEC registration | Investment adviser representative in MA, NH · CRD 5404140 |
| Exams passed | Series 63 (2007) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.milehighinvestments.net |
How David's firm compares
- Mile High Investments's average account is about $844,000, from its Form ADV (assets managed divided by 121 accounts).
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Questions about David
Is David Sinclair a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Mile High Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Mile High Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Sinclair based?
David Sinclair is based in Portsmouth, New Hampshire.
Is David Sinclair registered with the SEC?
Yes. David Sinclair is registered as an investment adviser representative in MA and NH (CRD 5404140), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Mile High Investments manage?
Mile High Investments reports $102.1M across 121 accounts in assets under management.
How do I contact David Sinclair?
Through David's website, www.milehighinvestments.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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