David R. Nelson

MONUMENT WEALTH MANAGEMENT

ALEXANDRIA, VA 22314

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CRD#: 1575597

Professional summary

David Richard Nelson is a registered financial advisor currently at MONUMENT WEALTH MANAGEMENT located in Alexandria, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. David has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Richard Nelson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 1, 2026 - Present

MONUMENT WEALTH MANAGEMENT

Office #1: 1940 Duke Street Suite 6100, Alexandria, VA 22314

RIA

CRD#: 159882

ALEXANDRIA, VA

Past

December 12, 2017 - March 24, 2026

VERDENCE CAPITAL ADVISORS, LLC

RIA

CRD#: 288512

Alexandria, VA

Past

August 12, 2016 - November 30, 2017

PAGNATOKARP PARTNERS, LLC

RIA

CRD#: 282298

Reston, VA

Past

October 5, 2012 - March 10, 2016

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

RESTON, VA

Past

October 5, 2012 - March 10, 2016

HIGHTOWER SECURITIES, LLC

CRD#: 116681

RESTON, VA

Past

July 9, 2004 - October 9, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WASHINGTON, DC

Past

June 18, 2004 - October 9, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WASHINGTON, DC

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".

MONUMENT WEALTH MANAGEMENT

MONUMENT ADVISORY GROUP, LLC | MONUMENT WEALTH MANAGEMENT, LLC | MONUMENT WEALTH MANAGEMENT | MONUMENT CAPITAL MANAGEMENT, LLC

CRD#: 159882 / SEC#: 801-76802

RIA

Registered Investment Advisory firm - (6/15/2012 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.

Highlighted states indicate IAR registrations

IAR

Texas
(4/1/2026)

IAR

Virginia
(4/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/8/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/10/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/17/2004

General Securities Representative Examination

Current Firm

MONUMENT WEALTH MANAGEMENT

MONUMENT ADVISORY GROUP, LLC | MONUMENT WEALTH MANAGEMENT, LLC | MONUMENT WEALTH MANAGEMENT | MONUMENT CAPITAL MANAGEMENT, LLC

CRD#: 159882 / SEC#: 801-76802

RIA

Registered Investment Advisory firm - (6/15/2012 Approved)

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Contact information

Main Address

1940 Duke Street Suite 6100, Alexandria, VA 22314

Mailing Address

Phone number

(703) 504-9600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	842
AUM (Assets Under Management)	$ 465,089,490

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David R. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Richard Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERDENCE CAPITAL ADVISORS, LLC

PAGNATOKARP PARTNERS, LLC

HIGHTOWER ADVISORS, LLC

HIGHTOWER SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MONUMENT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2004

SIE

Date: 3/10/2016

Series 7

Date: 6/17/2004

Current Firm

MONUMENT WEALTH MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONUMENT WEALTH MANAGEMENT

TRUST BUT VERIFY

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