David S. Barnett
KESTRA PRIVATE WEALTH SERVICES | Wealth Management Advisor
Scottsdale, AZ 85254
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CRD#: 1502793
Professional summary
David S Barnett, CFP®, who also goes by David Scott Barnett, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Scottsdale, Arizona and KESTRA INVESTMENT SERVICES, LLC located in Scottsdale, Arizona.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. David has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
What are your service offerings?
Insurance
Financial planning
Loans/credit services
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
David Scott Barnett
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME: ASCEND PRIVATE WEALTH PARTNERS POSITION: Co-Founder, Wealth Advisor, Managing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/18/2025 ADDRESS: 16260 N. 71ST STREET, SUITE 250, SCOTTSDALE AZ 85254, United States DESCRIPTION: Provide financial advice to clients as a Wealth Advisor. Operate Ascend Private Wealth Partners business entity. NAME: RYMARK PLASTICS, LLC POSITION: MEMBER NATURE: THIS IS AN OLD LLC, INACTIVE/NOT USED INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2025 ADDRESS: 6220 E CALLE MARITA, CAVE CREEK AZ 85331, United States DESCRIPTION: NONE NAME: RYMARK HOLDINGS, LLC POSITION: MEMBER NATURE: THIS IS AN OLD LLC, INACTIVE/NOT USED INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2025 ADDRESS: 6220 E CALLE MARITA, CAVE CREEK AZ 85331, United States DESCRIPTION: N/A. THIS IS AN OLD LLC, INACTIVE/NOT USED NAME: RYMARK REAL ESTATE HOLDINGS, LLC POSITION: MEMBER NATURE: THIS IS AN OLD LLC, INACTIVE/NOT USED INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2025 ADDRESS: 6220 E CALLE MARITA, CAVE CREEK AZ 85331, United States DESCRIPTION: NONE. THIS IS AN OLD LLC, INACTIVE/NOT USED NAME: REAL ESTATE SALESPERSON POSITION: REAL ESTATE SALESPERSON NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2025 ADDRESS: 6220 E CALLE MARITA, CAVE CREEK AZ 85331, United States DESCRIPTION: NONE/NOT ACTIVE NAME: LITTLE BARN HOLDINGS, LLC POSITION: MEMBER NATURE: THIS IS AN OLD LLC, INACTIVE/NOT USED INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2025 ADDRESS: 6220 E CALLE MARITA, CAVE CREEK AZ 85331, United States DESCRIPTION: N/A. THIS IS AN OLD LLC, INACTIVE/NOT USED
CRS (Client Relationship Summary) - RIA
Click below to view David S Barnett's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
October 16, 2025 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 16260 N. 71st Street Suite 250, Scottsdale, AZ 85254RIA
CRD#: 155193
Scottsdale, AZ
Current
October 16, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 16260 N. 71st St Suite 250, Scottsdale, AZ 85258BD
CRD#: 42046
Scottsdale, AZ
Past
October 23, 2009 - October 17, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SCOTTSDALE, AZ
Past
October 23, 2009 - October 17, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SCOTTSDALE, AZ
Past
August 15, 2002 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
PHOENIX, AZ
Past
March 15, 2000 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
PHOENIX, AZ
Past
June 25, 1986 - December 1, 1989
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(10/16/2025)
RR
Arizona(10/16/2025)
IAR
Arizona(10/16/2025)
RR
Arkansas(10/16/2025)
RR
California(10/16/2025)
RR
Colorado(10/16/2025)
RR
Connecticut(10/16/2025)
RR
District of Columbia(10/16/2025)
RR
Florida(10/16/2025)
RR
Georgia(10/16/2025)
RR
Hawaii(10/16/2025)
RR
Idaho(10/16/2025)
RR
Illinois(10/16/2025)
RR
Indiana(10/16/2025)
RR
Kansas(10/16/2025)
RR
Maryland(10/16/2025)
RR
Massachusetts(10/16/2025)
RR
Minnesota(10/16/2025)
RR
Mississippi(10/16/2025)
RR
Missouri(10/16/2025)
RR
Montana(10/16/2025)
RR
Nevada(10/16/2025)
RR
New Hampshire(10/16/2025)
RR
New Jersey(10/16/2025)
RR
New Mexico(10/16/2025)
RR
New York(10/16/2025)
RR
North Carolina(10/21/2025)
RR
Ohio(10/16/2025)
RR
Oklahoma(10/16/2025)
RR
Oregon(10/16/2025)
RR
Rhode Island(10/16/2025)
RR
South Carolina(10/16/2025)
RR
South Dakota(10/16/2025)
RR
Tennessee(10/16/2025)
RR
Texas(10/16/2025)
IAR
Texas(10/16/2025)
RR
Utah(10/16/2025)
RR
Vermont(10/16/2025)
RR
Virginia(10/16/2025)
RR
Washington(10/16/2025)
RR
Wisconsin(10/16/2025)
RR
Wyoming(10/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Company Information
KESTRA PRIVATE WEALTH SERVICES, LLC
Wealth Management AdvisorCRD#: 155193Scottsdale, AZ 85254TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
