Advisor at Caldwell Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
David Dorsett is a Series 65 licensed advisor with Caldwell Advisors, LLC, where he has worked since 2026. His prior experience includes roles at Toyota of Orlando, GFG Solutions, GE Healthcare Financial Services, and Southeastern. He attended Auburn University from 2019 to 2023. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for around 482 clients. The firm serves individuals, pension and profit-sharing plans, trusts, foundations, and other institutions, using a combination of fundamental and technical analysis to tailor portfolios according to client objectives, time horizons, and risk tolerance.
Based on Caldwell Advisors, LLC
$0 - $1,000,000: up to 2.75% $1,000,001 - $5,000,000: up to 2.00% $5,000,001+: up to 1.25%
Registered Representatives may receive commissions on trades outside advisory services, but not on advisory accounts
Fees for Financial Planning & Consulting may vary; specifics not stated
Account minimum: $750,000 Fee-only: Advisory and planning services fees; no commissions on advisory accounts
5210 Maryland Way, Ste 202
Brentwood, TN 37027
Tennessee
Caldwell Advisors, LLC
2026 - Present (1 year)
Toyota of Orlando
2025 - 2025 (1 year)
GFG Solutions
2024 - 2025 (1 year)
FFA
2023 - 2023 (1 year)
GE Healthcare Financial Services
2022 - 2023 (1 year)
Southeastern
2021 - 2023 (2 years)
Southern Flower
2021 - 2021 (1 year)
Student
2020 - 2021 (1 year)
Auburn University
2019 - 2023 (4 years)
Student
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 66
Franklin, TN
Joel Busboom Financial, LLC
Series 66
Nashville, TN
Boulevard Money
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
CFP®, Series 63, Series 65
Franklin, TN
Quantitative Solutions, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
