David Mersky

ADVISOR SHARE WEALTH MANAGEMENT

SPRINGDALE, AR

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CRD#: 4494397

Professional summary

David Mersky is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Springdale, Arkansas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 12 firms and has passed the Series 63, Series 65 and Series 6 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.

CHANGE AGENCY, LLC INSURANCE AGENCY SPECIALIZING IN LIFE, LONG TERM CARE, MEDICARE AND HEALTH INSURANCE, AGENCY OWNER AND PRODUCER; HOURS VARY BUT PRIMARILY MORNING AND WEEKENDS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Mersky'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

December 13, 2024 - Present

ADVISOR SHARE WEALTH MANAGEMENT, LLC

RIA

CRD#: 307997

SPRINGDALE, AR

Past

April 16, 2019 - December 16, 2022

ADVANCED RETIREMENT SOLUTIONS, INC.

RIA

CRD#: 158078

Fayetteville, AR

Past

August 27, 2018 - April 15, 2019

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA

CRD#: 109036

Springdale, AR

Past

November 5, 2015 - August 31, 2017

CABANA ASSET MANAGEMENT

RIA

CRD#: 151418

FAYETTEVILLE, AR

Past

January 6, 2014 - November 5, 2015

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

FAYETTEVILLE, AR

Past

December 19, 2012 - July 30, 2013

SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035

CHARLOTTE, NC

Past

March 3, 2011 - August 1, 2012

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

ROGERS, AR

Past

January 12, 2010 - August 1, 2012

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

ROGERS, AR

Past

October 9, 2007 - December 31, 2008

THE CHANGE AGENCY, LLC

RIA

CRD#: 144721

SPRINGDALE, AR

Past

April 1, 2005 - August 2, 2007

SPECTRUM CAPITAL, LLC

CRD#: 28303

OMAHA, NE

Past

April 22, 2004 - October 29, 2004

ST. BERNARD FINANCIAL SERVICES, INC.

CRD#: 36956

RUSSELLVILLE, AR

Past

May 3, 2002 - December 31, 2003

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

WESTLAKE VILLAGE, CA

Past

February 4, 2002 - February 26, 2002

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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

Arkansas
(12/13/2024)

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: 4/29/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/30/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 3/2/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(866) 232-3251

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

FORM ADV PART 2A (POM) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 185,181,144

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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Advisor Monitoring

Firm Stability Insights

David Mersky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ADVANCED RETIREMENT SOLUTIONS, INC.

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CABANA ASSET MANAGEMENT

HORTER INVESTMENT MANAGEMENT, LLC

SOUTHEAST INVESTMENTS, N.C., INC.

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

THE CHANGE AGENCY, LLC

SPECTRUM CAPITAL, LLC

ST. BERNARD FINANCIAL SERVICES, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

PFS INVESTMENTS INC.

Primary Firm SEC Registration

ADVISOR SHARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/29/2011

Series 65

Date: 8/30/2007

Series 6

Date: 3/2/2011

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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