David L. Meucci
Professional summary
David Lawrence Meucci, CFP®, who also goes by Dave Meucci, David L Meucci, David L. Meucci, David Meucci, is a registered financial advisor currently at PHASE CHANGE WEALTH MANAGEMENT LLC located in Sebastopol, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. David has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Lawrence Meucci's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
April 11, 2025 - Present
PHASE CHANGE WEALTH MANAGEMENT LLC
March 3, 2023 - March 31, 2023
THE SOCIAL EQUITY GROUP, INC.
August 21, 2017 - April 25, 2025
WESTERN INTERNATIONAL SECURITIES, INC.
August 21, 2017 - December 31, 2022
WESTERN INTERNATIONAL SECURITIES, INC.
February 28, 2006 - August 21, 2017
FINANCIAL WEST GROUP
February 28, 2006 - August 21, 2017
FINANCIAL WEST GROUP
July 3, 2001 - March 3, 2006
PROTECTED INVESTORS OF AMERICA
February 19, 1999 - June 21, 2001
HORNOR, TOWNSEND & KENT, LLC
May 28, 1996 - March 20, 1999
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/11/2025)
Exams
Current Firm
PHASE CHANGE WEALTH MANAGEMENT LLC
CRD#: 334306 / SEC#:
Contact information
Red Flags
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