David B. Armstrong

MONUMENT WEALTH MANAGEMENT

LUSBY, MD

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CRD#: 4032241

Professional summary

David Bruce Armstrong, CFA is a registered financial advisor currently at MONUMENT WEALTH MANAGEMENT located in Lusby, Maryland.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 4 firms and has passed the Series 65, Series 66, SIE, Series 7, Series 10 and Series 9 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.

Community Foundation; not investment-related; 2940 Hunter Mill Rd, Suite 201, Oakton, VA 22124; non-profit foundation; Director; started 07/2019; approximately 2 hours per month, all during securities trading hours; Chair, Investment Committee, Director, Board.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Bruce Armstrong'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®

CFA

Chartered Financial Analyst

Experience

Current

February 26, 2013 - Present

MONUMENT WEALTH MANAGEMENT

Office #2: 1940 Duke Street Suite 6100, Alexandria, VA 22314

RIA

CRD#: 159882

LUSBY, MD

Past

May 23, 2008 - February 26, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

ALEXANDRIA, VA

Past

May 23, 2008 - December 4, 2018

LPL FINANCIAL LLC

CRD#: 6413

ALEXANDRIA, VA

Past

July 31, 2002 - May 29, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WASHINGTON, DC

Past

May 22, 2002 - May 29, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WASHINGTON, DC

Past

October 27, 1999 - May 30, 2002

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

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".

MONUMENT WEALTH MANAGEMENT

MONUMENT ADVISORY GROUP, LLC | MONUMENT WEALTH MANAGEMENT, LLC | MONUMENT WEALTH MANAGEMENT | MONUMENT CAPITAL MANAGEMENT, LLC

CRD#: 159882 / SEC#: 801-76802

RIA

Registered Investment Advisory firm - (6/15/2012 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

Maryland
(3/19/2021)

IAR

Texas
(12/15/2022)

IAR

Virginia
(2/26/2013)

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: 8/17/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/16/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/6/2007

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 8/17/2007

General Securities Sales Supervisor - Options Module Examination

Current Firm

MONUMENT WEALTH MANAGEMENT

MONUMENT ADVISORY GROUP, LLC | MONUMENT WEALTH MANAGEMENT, LLC | MONUMENT WEALTH MANAGEMENT | MONUMENT CAPITAL MANAGEMENT, LLC

CRD#: 159882 / SEC#: 801-76802

RIA

Registered Investment Advisory firm - (6/15/2012 Approved)

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Contact information

Main Address

1940 Duke Street Suite 6100, Alexandria, VA 22314

Mailing Address

Phone number

(703) 504-9600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	842
AUM (Assets Under Management)	$ 465,089,490

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 B. Armstrong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Bruce Armstrong's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PERSHING LLC

Primary Firm SEC Registration

MONUMENT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2004

Series 66

Date: 11/16/1999

SIE

Date: 10/1/2018

Series 7

Date: 10/26/1999

Series 10

Date: 9/6/2007

Series 9

Date: 8/17/2007

Current Firm

MONUMENT WEALTH MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONUMENT WEALTH MANAGEMENT

TRUST BUT VERIFY

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