David A. Mcdougall
Professional summary
David Angelo Mcdougall, CFP®, who also goes by Dave Mcdougall, David A Mcdougall, is a registered financial advisor currently at HIGHWIND WEALTH MANAGEMENT located in Raleigh, North Carolina.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Angelo Mcdougall's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
June 10, 2025 - Present
HIGHWIND WEALTH MANAGEMENT
January 9, 2019 - February 20, 2025
COOK WEALTH, LLC
March 31, 2014 - February 21, 2018
STRATEGIC ADVISERS LLC
September 17, 2010 - February 21, 2018
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/22/2025)
(6/10/2025)
Exams
Current Firm
HIGHWIND WEALTH MANAGEMENT
CRD#: 335485 / SEC#:
Contact information
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.
