David E. Furmanski

MERIDIAN WEALTH MANAGEMENT

TUCSON, AZ 85711

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CRD#: 3174674

Professional summary

David Ethan Furmanski, who also goes by David E Furmanski, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT, LLC located in Tucson, Arizona.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David E Furmanski

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.

For profit or not for profit: Entity For Profit Name of outside business organization: 137 Congress, LLC d/b/a Empire Pizza Investment related: No Address of business: Tucson, Arizona Nature of business: Limited Liability Company Position, title, association: 50% Owner Start date of relationship: 8/5/1999 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Member of the LLC. For profit or not for profit: Entity For-Profit Name of outside business organization: Define Properties, LLC Investment related: No Address of business: Tucson, Arizona Nature of business: Real Estate Rental Business Position, title, association: 100% Owner Start date of relationship: 8/1/2007 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: no official duties, manager of LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ethan Furmanski'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 18, 2024 - Present

MERIDIAN WEALTH MANAGEMENT, LLC

Office #1: 5210 E Williams Circle Suite 820, Tucson, AZ 85711

RIA

CRD#: 151523

TUCSON, AZ

Past

August 28, 2020 - October 3, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TUCSON, AZ

Past

August 28, 2020 - October 3, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TUCSON, AZ

Past

October 7, 2009 - September 8, 2020

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

TUCSON, AZ

Past

January 2, 2009 - September 8, 2020

UBS FINANCIAL SERVICES INC.

CRD#: 8174

TUCSON, AZ

Past

April 22, 1999 - January 6, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TUCSON, AZ

Past

February 10, 1999 - January 6, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TUCSON, AZ

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".

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA

Registered Investment Advisory firm - (10/14/2009 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

Arizona
(10/18/2024)

IAR

California
(10/18/2024)

IAR

Colorado
(10/21/2024)

IAR

Florida
(12/2/2024)

IAR

Georgia
(11/20/2024)

IAR

Oklahoma
(10/21/2024)

IAR

South Dakota
(10/21/2024)

IAR

Washington
(10/18/2024)

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: 3/31/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/1999

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: 2/9/1999

General Securities Representative Examination

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

MERIDIAN WEALTH MANAGEMENT, LLC | VARSITY WEALTH

CRD#: 151523 / SEC#: 801-70676

RIA

Registered Investment Advisory firm - (10/14/2009 Approved)

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Contact information

Main Address

100 W Main Street Suite 450, Lexington, KY 40507

Mailing Address

Phone number

(859) 543-4516

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIDIAN WEALTH MANAGEMENT FORM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	8,802
AUM (Assets Under Management)	$ 3,885,527,411

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 E. Furmanski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ethan Furmanski's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MERIDIAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/1999

Series 63

Date: 3/30/1999

SIE

Date: 10/1/2018

Series 7

Date: 2/9/1999

Current Firm

MERIDIAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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