Donald S. Mcalvany

MCALVANY WEALTH MANAGEMENT

DURANGO, CO 81303

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CRD#: 324482

Professional summary

Donald Stephen Mcalvany is a registered financial advisor currently at MCALVANY WEALTH MANAGEMENT, LLC located in Durango, Colorado.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1969. Donald has worked at 9 firms and has passed the Series 65, Series 63 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Stephen Mcalvany'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

September 23, 2008 - Present

MCALVANY WEALTH MANAGEMENT, LLC

Office #1: 166 Turner Drive Suite 100, Durango, CO 81303

RIA

CRD#: 146021

DURANGO, CO

Past

September 30, 1994 - July 1, 1997

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

SAN JUAN CAPISTRANO, CA

Past

January 5, 1990 - September 28, 1994

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

August 9, 1988 - November 1, 1989

FREDERICK T. CRETORS & CO., INC.

CRD#: 1553

Past

June 27, 1984 - August 16, 1988

SOURCE SECURITIES, INC.

CRD#: 8026

Past

January 6, 1981 - September 1, 1988

CLINGER & CO., INC.

CRD#: 1471

Past

December 9, 1974 - December 9, 1979

VAN ECK SECURITIES CORPORATION

CRD#: 2269

Past

November 16, 1971 - November 19, 1973

BOETTCHER & COMPANY, INC.

CRD#: 101

Past

May 19, 1969 - November 28, 1971

UNDERWOOD, NEUHAUS & CO., INCORPORATED

CRD#: 839

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".

MCALVANY WEALTH MANAGEMENT, LLC

MCALVANY WEALTH MANAGEMENT, LLC | MCALVANY WEALTH MANAGEMENT, LLLP

CRD#: 146021 / SEC#: 801-71124

RIA

Registered Investment Advisory firm - (3/11/2010 Approved)

Colorado

Registered Investment Advisory firm - (3/17/2010 Terminated)

Texas

Registered Investment Advisory firm - (3/17/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/23/2008)

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: 9/22/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/22/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 5/9/1969

Registered Representative Examination

Current Firm

MCALVANY WEALTH MANAGEMENT, LLC

MCALVANY WEALTH MANAGEMENT, LLC | MCALVANY WEALTH MANAGEMENT, LLLP

CRD#: 146021 / SEC#: 801-71124

RIA

Registered Investment Advisory firm - (3/11/2010 Approved)

Colorado

Registered Investment Advisory firm - (3/17/2010 Terminated)

Texas

Registered Investment Advisory firm - (3/17/2010 Terminated)

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Contact information

Main Address

166 Turner Dr, Durango, CO 81301

Mailing Address

Phone number

(866) 211-8970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCALVANY WEALTH MANAGEMENT (3/28/2025)

TACTICAL NEGATIVELY CORRELATED STRATEGY (3/28/2025)

TACTICAL SHORT SELLING STRATEGY (3/28/2025)

Regulatory assets under management

Total Number of Accounts	560
AUM (Assets Under Management)	$ 137,072,424

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Donald S. Mcalvany

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Stephen Mcalvany's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTREET SECURITIES CORPORATION

CETERA ADVISORS LLC

FREDERICK T. CRETORS & CO., INC.

SOURCE SECURITIES, INC.

CLINGER & CO., INC.

VAN ECK SECURITIES CORPORATION

BOETTCHER & COMPANY, INC.

UNDERWOOD, NEUHAUS & CO., INCORPORATED

Primary Firm SEC Registration

MCALVANY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/2008

Series 63

Date: 8/22/1989

Series 1

Date: 5/9/1969

Current Firm

MCALVANY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCALVANY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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