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DF

David G. Fellows

BROADVIEW WEALTH PARTNERS
BOULDER, CO 80302
Some features on this profile are disabled
CRD#: 2215003
DF

Professional summary

David George Fellows, who also goes by David G Fellows, is a registered financial advisor currently at BROADVIEW WEALTH PARTNERS located in Boulder, Colorado.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. David has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David G Fellows

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.
(1)Name of Business: Integrated Capital Management, LLC Address: 1212 Pearl St Ste 200, Boulder, CO, 80302-5480, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/13/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: dba for activities related to duties with Broadview Wealth Partners, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David George Fellows'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

October 9, 2025 - Present

BROADVIEW WEALTH PARTNERS

Office #1: 1212 Pearl Street, Suite 200, Boulder, CO 80302
RIA
CRD#: 335028
BOULDER, CO
Past

April 12, 2021 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Boulder, CO
Past

April 12, 2021 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
BOULDER, CO
Past

December 20, 2019 - March 19, 2021

BE SMART ABOUT YOUR MONEY LLC

RIA
CRD#: 306094
Englewood, CO
Past

April 8, 2019 - July 2, 2019

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENWOOD VILLAGE, CO
Past

March 12, 1992 - July 10, 1999

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA

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".
BW
BROADVIEW WEALTH PARTNERS
BROADVIEW WEALTH PARTNERS | BROADVIEW WEALTH PARTNERS, LLC

CRD#: 335028 / SEC#: 801-134094

RIA
Registered Investment Advisory firm - (8/1/2025 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
Colorado
(10/9/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/6/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/6/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/11/1992
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BROADVIEW WEALTH PARTNERS
BROADVIEW WEALTH PARTNERS | BROADVIEW WEALTH PARTNERS, LLC

CRD#: 335028 / SEC#: 801-134094

RIA
Registered Investment Advisory firm - (8/1/2025 Approved)
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Contact information

Main Address
1212 Pearl Street, Suite 200, Boulder, CO 80302
Mailing Address
Phone number
(303) 323-4293
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts1,489
AUM (Assets Under Management)$ 309,141,416

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.

Company Information

BROADVIEW WEALTH PARTNERS

CRD#: 335028Boulder, CO 80302

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