DF
DF

David Ethan Furmanski

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
3,961 clients
Average Client Portfolio
$981K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:None
Loading...

Location

100 W Main Street, Suite 450, Lexington, KY, 40507

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

David is a 50% owner of 137 Congress, LLC d/b/a Empire Pizza, dedicating a few hours per week to this role. He also owns Define Properties, LLC, a real estate rental business, spending minimal time annually as the manager of the LLC.

Employment History
Current Registrations
Meridian Wealth Management, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2020 - October 2024 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - October 2024 · 4 yrs 2 mos
UBS Financial Services INC.
October 2009 - September 2020 · 10 yrs 11 mos
UBS Financial Services INC.Broker
January 2009 - September 2020 · 11 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1999 - January 2009 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1999 - January 2009 · 9 yrs 11 mos
State Registrations8 states
AZCACOFLGAOKSDWA
Advisor
Exams
No exam information available for this advisor.
David Ethan Furmanski - Financial Advisor | TrueAdvisor