David R. Megarity

STRATIA WEALTH MANAGEMENT

COPPELL, TX

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CRD#: 2216072

Professional summary

David Ransom Megarity, CFP®, who also goes by David R Megarity, is a registered financial advisor currently at STRATIA WEALTH MANAGEMENT, LLC located in Coppell, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Business Succession Planning

Comprehensive Financial Planni...

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

David R Megarity

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.

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 05/2025; COPPEL, TX; INSURANCE AND ANNUITY PRODUCT SALES; LESS THAN 20 HRS/MONTH INCLUDING DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ransom Megarity'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^®

Certified Financial Planner

Start date: 2001

Experience

Current

May 20, 2025 - Present

STRATIA WEALTH MANAGEMENT, LLC

RIA

CRD#: 334749

COPPELL, TX

Past

July 1, 2009 - May 20, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FRISCO, TX

Past

July 1, 2009 - May 20, 2025

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FRISCO, TX

Past

October 5, 2007 - July 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SOUTHLAKE, TX

Past

October 5, 2007 - July 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SOUTHLAKE, TX

Past

March 2, 1999 - July 12, 1999

BA INVESTMENT SERVICES, INC.

CRD#: 12965

OAKLAND, CA

Past

February 3, 1998 - October 8, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

FT. WORTH, TX

Past

February 3, 1998 - October 8, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

FT. WORTH, TX

Past

October 21, 1994 - February 2, 1998

BA INVESTMENT SERVICES, INC.

CRD#: 12965

OAKLAND, CA

Past

June 7, 1993 - May 24, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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
(5/20/2025)

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 65

Date: 8/22/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/1993

General Securities Representative Examination

Current Firm

STRATIA WEALTH MANAGEMENT, LLC

CRD#: 334749 / SEC#:

Texas

Registered Investment Advisory firm - (5/20/2025 Approved)

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Contact information

Main Address

Coppell, TX

Mailing Address

Phone number

(817) 366-4868

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

David R. Megarity

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ransom Megarity's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BA INVESTMENT SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/1997

Series 63

Date: 8/12/1992

SIE

Date: 10/1/2018

Series 7

Date: 6/4/1993

Current Firm

STRATIA WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

STRATIA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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