David S. Mcalvany

MCALVANY WEALTH MANAGEMENT

DURANGO, CO 81303

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CRD#: 4328592

Professional summary

David Scott Mcalvany, who also goes by David Mcalvany, is a registered financial advisor currently at MCALVANY WEALTH MANAGEMENT, LLC located in Durango, Colorado.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. David has worked at 3 firms and has passed the Series 65, Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Mcalvany

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 David Scott 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

May 23, 2008 - Present

MCALVANY WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 146021

DURANGO, CO

Past

December 15, 2004 - December 14, 2005

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

February 7, 2001 - November 6, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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
(5/23/2008)

IAR

Texas
(6/9/2008)

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: 5/19/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/16/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 2/28/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/6/2001

General Securities 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 (23 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

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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David S. Mcalvany

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Scott Mcalvany's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCALVANY WEALTH MANAGEMENT, LLC

PFS INVESTMENTS INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

MCALVANY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/19/2008

Series 66

Date: 3/16/2001

Series 31

Date: 2/28/2001

Series 7

Date: 2/6/2001

Current Firm

MCALVANY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (23 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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