Unclaimed Profile

David Garrett Fabian

FABIAN WEALTH STRATEGIES, INC.·COSTA MESA, California

Series 65Clean record19 years registeredFABIAN WEALTH STRATEGIES, INC.

3070 BRISTOL STREET, COSTA MESA, CA 92626CRD# 5345359Firm CRD# 144177

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Garrett Fabian · COSTA MESA, CA

Registration

CRD #5345359 · FABIAN WEALTH STRATEGIES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FABIAN WEALTH STRATEGIES, INC.

FMD CAPITAL MANAGEMENT, LLC

Mar 2013 – Nov 2018

SANTA ANA, CA

FABIAN WEALTH STRATEGIES, INC.

Jul 2007 – Mar 2013

COSTA MESA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 12, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FABIAN WEALTH STRATEGIES, INC.

CRD 144177 · SEC 801-70025

AUM

$85M

Regulatory assets under management

Employees

355 client accounts

Services offered by FABIAN WEALTH STRATEGIES, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FABIAN WEALTH STRATEGIES, INC. →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COSTA MESA?

Browse all registered financial advisors in COSTA MESA, California or claim this profile if it's yours.

Browse COSTA MESA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Garrett Fabian offer?

David Garrett Fabian specializes in Investment Management.

What are David Garrett Fabian's credentials?

David Garrett Fabian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Garrett Fabian located?

David Garrett Fabian is based in COSTA MESA, California, last registered with FABIAN WEALTH STRATEGIES, INC..

How does David Garrett Fabian charge for services?

David Garrett Fabian's firm is compensated through percentage of aum, other: insurance commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FABIAN WEALTH STRATEGIES, INC.?

FABIAN WEALTH STRATEGIES, INC. has approximately 6 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →