David S. Oransky
LAMINAR WEALTH LLC
CLAYTON, MO 63105
Some features on this profile are disabled
CRD#: 5879459
Professional summary
David Scott Oransky, CFP® is a registered financial advisor currently at LAMINAR WEALTH LLC located in Clayton, Missouri.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. David has worked at 2 firms and has passed the Series 65 exam.
Biography
I was initially drawn to financial planning and investing by a personal need and along the way discovered my calling that compelled me to leave a career in public accounting to become a financial advisor. My years as an advisor have taught me that personal finance is actually more personal than it is finance. While I love the technical aspects of what I do, it is my clients—their stories, their dreams, their lives—that bring meaning to my work and inspire me every day. If I can help my clients fulfill their purpose by crafting the right plan and delivering the necessary inspiration and peace of mind, then I have not only fulfilled my purpose but amplified it many times over.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Inheritance
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Do you have an area of expertise or specialization?
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
5M
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.
Investment Committee Member at the American Institute of Certified Public Accountants (ACIPA). The AICPA is located at 220 Leigh Farm Road in
Durham, North Carolina but some meetings occur virtually or in other cities. This investment-related activity includes strategy and oversight of the investments of the AICPA, including the organization's pension and 401k plan. This activity started in 2020 and requires approximately five hours per month, some of which is during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view David Scott Oransky'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®
CFP®
Start date: 2013
Experience
Current
July 1, 2013 - Present
LAMINAR WEALTH LLC
Office #1: 7777 Bonhomme Avenue Suite 1800, Clayton, MO 63105RIA
CRD#: 167867
CLAYTON, MO
Past
February 11, 2011 - July 1, 2013
VISTA WEALTH MANAGEMENT, LLC
RIA
CRD#: 110252
PALO ALTO, CA
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
Louisiana(5/22/2024)
IAR
Missouri(10/15/2014)
Current Firm
LAMINAR WEALTH LLC
LAMINAR WEALTH LLC
CRD#: 167867 / SEC#:
California
Registered Investment Advisory firm - (1/18/2024 Terminated)Illinois
Registered Investment Advisory firm - (12/19/2023 Terminated)Louisiana
Registered Investment Advisory firm - (5/22/2024 Approved)Missouri
Registered Investment Advisory firm - (10/15/2014 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7777 Bonhomme Avenue Suite 1800, Clayton, MO 63105
Mailing Address
Po Box 247, Chesterfield, MO 63006
Phone number
(800) 929-6530
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 82,712,234 |
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
LAMINAR WEALTH LLC
CRD#: 167867Clayton, MO 63105TRUST BUT VERIFY
Monitor David Oransky
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
