David Ward
Brookside Strategy and Consulting · Burbank, California
David Ward is a fee-only financial advisor at Brookside Strategy and Consulting in Burbank, California, who holds the CFA credential. Brookside Strategy and Consulting reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Brookside Strategy and Consulting |
|---|---|
| Based in | Burbank, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $23M across 13 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 1555648 |
| Exams passed | Series 63 (2017) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.brooksidestrategy.com |
| Profile |
How David's firm compares
- Brookside Strategy and Consulting's average account is about $1.8 million, from its Form ADV (assets managed divided by 13 accounts).
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Questions about David
Is David Ward a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Brookside Strategy and Consulting 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, Brookside Strategy and Consulting, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Ward based?
David Ward is based in Burbank, California.
What credentials does David Ward hold?
David Ward holds the CFA credential.
Is David Ward registered with the SEC?
Yes. David Ward is registered as an investment adviser representative in CA (CRD 1555648), 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 Brookside Strategy and Consulting manage?
Brookside Strategy and Consulting reports $23M across 13 accounts in assets under management.
How do I contact David Ward?
Through David's website, www.brooksidestrategy.com.
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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