Unclaimed Profile

David Scott Mcalvany

MCALVANY WEALTH MANAGEMENT, LLC·DURANGO, Colorado

Series 7, Series 31, Series 65, Series 66Clean record18 years registeredMCALVANY WEALTH MANAGEMENT, LLC

166 TURNER DR, DURANGO, CO 81303CRD# 4328592Firm CRD# 146021

Profile Verification

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

Identity

David Scott Mcalvany · DURANGO, CO

Registration

CRD #4328592 · MCALVANY WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

MCALVANY WEALTH MANAGEMENT, LLC

May 2008 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 65

Series 66

Registration record

First registered · May 23, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCALVANY WEALTH MANAGEMENT, LLC

CRD 146021 · SEC 801-71124

AUM

$92M

Regulatory assets under management

Employees

450 client accounts

Services offered by MCALVANY WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MCALVANY WEALTH MANAGEMENT, LLC →

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 DURANGO?

Browse all registered financial advisors in DURANGO, Colorado or claim this profile if it's yours.

Browse DURANGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Scott Mcalvany offer?

David Scott Mcalvany specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DURANGO, Colorado for a consultation.

What are David Scott Mcalvany's credentials?

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

Where is David Scott Mcalvany located?

David Scott Mcalvany is based in DURANGO, Colorado, working with MCALVANY WEALTH MANAGEMENT, LLC. Their office serves clients in the DURANGO metropolitan area and surrounding communities.

How does David Scott Mcalvany charge for services?

David Scott Mcalvany's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCALVANY WEALTH MANAGEMENT, LLC?

MCALVANY WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $92M 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 →