Unclaimed Profile

David Bruce Armstrong

MONUMENT CAPITAL MANAGEMENT, LLC·ALEXANDRIA, Virginia

SIE, Series 7, Series 9, Series 10, Series 65, Series 66CFAClean record24 years registeredMONUMENT CAPITAL MANAGEMENT, LLC

1940 DUKE STREET, ALEXANDRIA, VA 22314CRD# 4032241Firm CRD# 159882

Profile Verification

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

Identity

David Bruce Armstrong · ALEXANDRIA, VA

Registration

CRD #4032241 · MONUMENT CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MONUMENT WEALTH MANAGEMENT

Feb 2013 – present

LPL FINANCIAL LLC

May 2008 – Feb 2013

ALEXANDRIA, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2002 – May 2008

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 65

Series 66

Registration record

First registered · July 31, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONUMENT CAPITAL MANAGEMENT, LLC

CRD 159882 · SEC 801-76802

AUM

$434M

Regulatory assets under management

Employees

826 client accounts

Services offered by MONUMENT CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONUMENT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Bruce Armstrong offer?

David Bruce Armstrong specializes in Financial Planning, Investment Management. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are David Bruce Armstrong's credentials?

David Bruce Armstrong holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Bruce Armstrong located?

David Bruce Armstrong is based in ALEXANDRIA, Virginia, working with MONUMENT CAPITAL MANAGEMENT, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.

How does David Bruce Armstrong charge for services?

David Bruce Armstrong's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONUMENT CAPITAL MANAGEMENT, LLC?

MONUMENT CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $434M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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