David A. A. Lurch

DAVID LURCH LLC | Vice President–Wealth Management

Ft. Lauderdale, FL

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CRD#: 4375788

Professional summary

David A. Anthony Lurch, who also goes by David Anthony Lurch, is a registered financial advisor currently at DAVID LURCH LLC located in Ft. Lauderdale, Florida.

David A. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David A. has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Anthony Lurch

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.

Miami Yacht Club / 1001 MacArthur Causeway Miami, Florida 33132 / Other/ Charity / Yacht Club / Member of Board of directors / / Voting on club issues that require membership participation / Start Date 4/18/2019/ Non Profit Club /

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David A. Anthony Lurch's 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 10, 2024 - Present

DAVID LURCH LLC

RIA

CRD#: 332754

Ft. Lauderdale, FL

Past

June 30, 2015 - October 10, 2024

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

AVENTURA, FL

Past

June 30, 2015 - October 10, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

AVENTURA, FL

Past

October 12, 2012 - July 1, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT LAUDERDALE, FL

Past

October 12, 2012 - July 1, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT LAUDERDALE, FL

Past

December 2, 2010 - October 25, 2012

MORGAN STANLEY

CRD#: 149777

PLANTATION, FL

Past

November 9, 2010 - October 25, 2012

MORGAN STANLEY

RIA

CRD#: 149777

PLANTATION, FL

Past

February 24, 2009 - December 9, 2010

DAVID A. LURCH, PA

RIA

CRD#: 148369

FORT LAUDERDALE, FL

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

Florida
(10/10/2024)

IAR

Texas
(11/20/2024)

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

Series 63

Date: 12/22/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/22/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2010

General Securities Representative Examination

Current Firm

DAVID LURCH LLC

CRD#: 332754 / SEC#:

Florida

Registered Investment Advisory firm - (10/10/2024 Approved)

Texas

Registered Investment Advisory firm - (11/20/2024 Conditional Restricted)

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Contact information

Main Address

Ft. Lauderdale, FL

Mailing Address

Phone number

(954) 394-1761

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 8,150,000

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

David A. A. Lurch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David A. Anthony Lurch's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

DAVID A. LURCH, PA

State Registrations and Notice Filings

Exams

Series 63

Date: 12/22/2010

Series 65

Date: 4/22/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2010

Current Firm

DAVID LURCH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DAVID LURCH LLC

TRUST BUT VERIFY

Contact information

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