# MAYER STEPHEN DAVID

MAYER STEPHEN DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 10 filing roles across Form ADV (10).

## Filings (10)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [QRG CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/305277) | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | [ENVESTNET RETIREMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/171570) | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | [ENVESTNET PORTFOLIO SOLUTIONS, INC.](https://search.stillhousedata.com/firm/109662) | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | [ENVESTNET ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/111694) | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | [FDX ADVISORS, INC.](https://search.stillhousedata.com/firm/104601) | CHIEF OPERATING OFFICER | BERWYN, PA |
| — | Form ADV | [PORTFOLIO MANAGEMENT CONSULTANTS, INC.](https://search.stillhousedata.com/firm/107747) | CHIEF OPERATING OFFICER | DENVER, CO |
| — | Form ADV | [VISTA WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/110252) | MANAGING MEMBER | PALO ALTO, CA |
| — | Form ADV | [BPM ADVISORS, INC.](https://search.stillhousedata.com/firm/164441) | CHIEF EXECUTIVE OFFICER | PALO ALTO, CA |
| — | Form ADV | [SDM ADVISORS, LLC](https://search.stillhousedata.com/firm/170014) | MANAGING PARTNER | SAN FRANCISCO, CA |
| — | Form ADV | [ENVESTNET EMBEDDED ADVISORY, INC.](https://search.stillhousedata.com/firm/322162) | CHIEF OPERATING OFFICER | CHICAGO, IL |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.