David Urovsky
David Urovsky is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 36 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (6)
Judgment / Lien
October 2024Customer Dispute
October 2013Regulatory
October 2013Regulatory
June 2013Regulatory
September 2011Employment Separation After Allegations
August 2011Other Business ActivitiesSells Insurance
David is an IAR of Spire Wealth Management and an insurance agent for Spire Insurance Agency, selling life insurance. The insurance sales take up a full-time commitment.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Raymond James Financial Services Advisors, INC
Voso Financial Advisers, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Cwm Financial Group, INC.
H. Beck, INC.Broker
Calvert Securities CorporationBroker
Calvert Securities CorporationBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.