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DD

David De Tagyos

WELLTH ADVISORY SERVICES
Des Plaines, IL
Some features on this profile are disabled
CRD#: 5029383
DD

Professional summary

David De Tagyos, who also goes by David Timothy De Tagyos, David De Tagyos, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Des Plaines, Illinois.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Timothy De Tagyos | David De Tagyos

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.
Business Name: Strategic Retirement Partners Investment Related: Yes Address: 25434 Prairiewood Lane Shorewood IL 60404 Nature of Business: DBA. Investment Advisory services through WELLth Advisory Services, LLC. Position, Title or Relationship: Director of Investments Start Date: 9/1/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Provide Fiduciary Investment Reviews, work with participants and committees

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David De Tagyos'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

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

RIA
CRD#: 330537
Des Plaines, IL
Past

April 1, 2019 - July 4, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Shorewood, IL
Past

April 19, 2016 - April 1, 2019

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
SHOREWOOD, IL
Past

September 1, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Shorewood, IL
Past

May 6, 2015 - April 1, 2019

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Shorewood, IL
Past

August 20, 2014 - October 2, 2015

WEALTHSPIRE RETIREMENT ADVISORY

RIA
CRD#: 121254
DES PLAINES, IL
Past

September 6, 2013 - August 12, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
Des Plaines, IL
Past

July 10, 2013 - August 12, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
Des Plaines, IL
Past

October 4, 2005 - July 26, 2013

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, 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".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 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
Illinois
(6/28/2024)
IAR
Wisconsin
(6/28/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/4/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/27/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/30/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)
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Contact information

Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WELLTH ADV WRAP BROCHURE (3/31/2025)
WELLTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,338
AUM (Assets Under Management)$ 23,574,040,155

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.

Company Information

WELLTH ADVISORY SERVICES, LLC

CRD#: 330537Des Plaines, IL

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