David W. Chadwick

TOTAL CLARITY WEALTH MANAGEMENT,

Gainesville, FL

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CRD#: 3112314

Professional summary

David William Chadwick, CFP®, who also goes by David W Chadwick, is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in Gainesville, Florida and LPL FINANCIAL LLC located in Gainsville, Florida.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. David has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David W Chadwick

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) 12/01/2020 - Pinchot Road Advisors LLC - Non-Inv Related - Gainesville, FL - Business Entity For Tax/Investment Purposes Only - Manager - Started: 1/1/2019 - 0 hrs/mo. 2) 09/17/2021 - No Business Name - Inv related - At Reported Business Location(s) - Non-Variable Insurance - Started: 9/13/2021 - 0 Hrs/mo 3) 12/21/2023 - Total Clarity Wealth Management - Inv related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/18/2023 - 40 Hrs/Mo; 8 Hrs During Trading. 4) 12/27/2023 - Total Clarity Wealth Management - Inv related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 12/20/2023 - 40 Hrs/mo; 8 Hrs During Trading - I provide investment advisory services through Total Clarity Wealth Management, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Chadwick'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

December 20, 2023 - Present

TOTAL CLARITY WEALTH MANAGEMENT, INC

RIA

CRD#: 142728

Gainesville, FL

Current

June 6, 2018 - Present

LPL FINANCIAL LLC

RIA

CRD#: 6413

GAINSVILLE, FL

Past

August 29, 2018 - January 8, 2024

CAPITAL POINT FINANCIAL GROUP, LTD.

RIA

CRD#: 171867

Sarasota, FL

Past

June 7, 2018 - November 8, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

SARASOTA, FL

Past

March 23, 2015 - June 8, 2018

HANCOCK WHITNEY INVESTMENT SERVICES INC.

RIA

CRD#: 40637

SARASOTA, FL

Past

March 20, 2015 - June 8, 2018

HANCOCK WHITNEY INVESTMENT SERVICES INC.

CRD#: 40637

SARASOTA, FL

Past

August 22, 2011 - March 5, 2015

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

SARASOTA, FL

Past

August 19, 2011 - March 5, 2015

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

SARASOTA, FL

Past

March 24, 2011 - July 7, 2011

M&I INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 109802

SARASOTA, FL

Past

September 18, 2008 - March 30, 2010

M&I FINANCIAL ADVISORS, INC

RIA

CRD#: 16517

SARASOTA, FL

Past

September 9, 2008 - July 7, 2011

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

SARASOTA, FL

Past

June 12, 2007 - August 1, 2008

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

SARASOTA, FL

Past

March 12, 2004 - August 1, 2008

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

SARASOTA, FL

Past

July 1, 1999 - November 13, 2003

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

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".

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD#: 142728 / SEC#: 801-67755

RIA

Registered Investment Advisory firm - (4/11/2007 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.

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

Florida
(6/6/2018)

IAR

Florida
(12/20/2023)

Ohio
(4/23/2019)

Pennsylvania
(1/3/2023)

Virginia
(8/13/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/8/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/15/1999

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: 2/11/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/30/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TOTAL CLARITY WEALTH MANAGEMENT, INC

CRD#: 142728 / SEC#: 801-67755

RIA

Registered Investment Advisory firm - (4/11/2007 Approved)

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Contact information

Main Address

525 Tyler Rd Suite T, St. Charles, IL 60174

Mailing Address

Phone number

(630) 762-9352

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TOTAL CLARITY VISION ACCOUNT WRAP FEE BROCHURE (3/24/2025)

TOTAL CLARITY PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,412
AUM (Assets Under Management)	$ 607,883,000

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 W. Chadwick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Chadwick's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CAPITAL POINT FINANCIAL GROUP, LTD.

LPL FINANCIAL LLC

HANCOCK WHITNEY INVESTMENT SERVICES INC.

HANCOCK WHITNEY INVESTMENT SERVICES INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

M&I INVESTMENT MANAGEMENT CORP.

M&I FINANCIAL ADVISORS, INC

M&I FINANCIAL ADVISORS, INC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

SEI INVESTMENTS DISTRIBUTION CO.

Primary Firm SEC Registration

TOTAL CLARITY WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2007

Series 63

Date: 7/15/1999

SIE

Date: 10/1/2018

Series 7

Date: 2/11/2000

Series 6

Date: 6/30/1999

FINRA

Current Firm

TOTAL CLARITY WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOTAL CLARITY WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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