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professional profile

David William Otto, CFP

IAR Norwich, VT CRD 4364736 Last verified October 2026

Overview

David William Otto is an investment adviser representative based in Norwich, VT, with 23 years in the industry.

Years in the industry
23
States registered
5
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 5 states

Every state, with registration and license dates

Firms

Employment history since 2003

Book and practice

Firm assets under management on file

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