David Ortiz
Financial advisor at Stansberry Asset Management, LLC · Westlake, TX
Last updated 2026-10-10
Claim your profileDavid Ortiz is a financial advisor at Stansberry Asset Management, LLC in Westlake, TX, CRD 8310611. Licenses and exams on the registration: Series 65. First registered 2026-07-27.
Registration
- CRD number
- 8310611
- Registration status
- Active
- First registered
- 2026-07-27
- Years of experience
- 14
- States registered
- TX
Licenses and exams
- Series 65
Work history
- 2025-05 to Present · Stansberry Asset Management · Westlake, TX
- 2024-11 to 2025-05 · Unemployed · Norwood, NJ
- 2023-08 to 2024-11 · Insurancehub Leavitt Agency · Lawrenceville, GA
- 2020-05 to 2023-08 · Mark Forgas State Farm Agency · Tampa, FL
- 2012-01 to 2020-05 · Atlas Drug and Nutrition · North Bergen, NJ
Current employment
- Meristead Wealth, LLC · Westlake, TX
Stansberry Asset Management, LLC
- Regulatory AUM
- $1,291,272,483
- Registered advisors
- 22
- Offices
- 14
- Clients per advisor
- 45.3 (Low)
- Average AUM per client
- $1.3M (Low)
- High-net-worth client ratio
- 58.1% (High)
Stansberry Asset Management, LLC: advisors, services and reported ETF investments
Reported ETF positions
Stansberry Asset Management reports 20 ETF positions worth $119.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SGOV — iShares 0-3 Month Treasury Bond ETF | $25.4M |
| EEM — iShares MSCI Emerging Index Fund | $21.1M |
| JMBS — Janus Henderson Mortgage-Backed Securities ETF | $19.2M |
| MBB — iShares MBS ETF | $19.1M |
| AMLP — Alerian MLP ETF | $12.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Stansberry Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DFAC — Dimensional U.S. Core Equity 2 ETF | $334.7K | Top 96.2% | Peer conviction 48.9% · Active return +2.47% |
| Addressable Market | DFAC — Dimensional U.S. Core Equity 2 ETF | $334.7K | Top 97.7% | Addressable AUM $3.2T · Peer conviction 48.9% |
| Residual Alpha | JMBS — Janus Henderson Mortgage-Backed Securities ETF | $19.2M | Top 97.7% | Residual alpha +0.23% · Residual Sharpe 0.04 |
| Diversification Benefits | AMLP — Alerian MLP ETF | $12.6M | Top 91.7% | Replicability (R²) 69.5% · Residual Sharpe 0.01 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Stansberry Asset Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Adviser to Any Private Fund
Location
1600 Solana Boulevard, Westlake, TX 76262
21 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 646-854-4370
- Website: meristead.com
Official record
Are you David Ortiz?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.