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David William Nash

David W. Nash

MAGISTER WEALTH
San Antonio, TX
Some features on this profile are disabled
CRD#: 5882986
David William Nash

Professional summary

David William Nash, CFP® is a registered financial advisor currently at MAGISTER WEALTH located in San Antonio, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. David has worked at 3 firms and has passed the Series 65 exam.

Core Areas of Focus

Business Owners
Corporate Executives
Estate & Generational Planning Issues
Fixed Fee (Subscription
Retainer
etc.)
Generation X
Investment Advice with Ongoing Management

Question & Answer

What are your service offerings?
Tax Planning
Insurance Planning
Small Business Planning
Retirement Planning
Education Planning
Comprehensive Financial Planni...
Investment Planning
Estate Planning
What is your minimum asset requirement?
100K
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Nash'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®

Certified Financial Planner

Start date: 2014

Experience

Current

August 5, 2014 - Present

MAGISTER WEALTH

RIA
CRD#: 170829
San Antonio, TX
Past

June 12, 2012 - May 20, 2013

COVENANT

RIA
CRD#: 152651
SAN ANTONIO, TX
Past

June 28, 2011 - June 7, 2012

1ST PORTFOLIO WEALTH ADVISORS

RIA
CRD#: 134901
VIENNA, VA

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
Texas
(8/5/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/27/2011
Uniform Investment Adviser Law Examination

Current Firm

MAGISTER WEALTH
MAGISTER WEALTH
MAGISTER WEALTH | MAGISTER WEALTH GROUP LLC

CRD#: 170829 / SEC#:

Texas
Registered Investment Advisory firm - (8/5/2014 Approved)
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Contact information

Main Address
San Antonio, TX
Mailing Address
Phone number
(210) 251-4993
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts57
AUM (Assets Under Management)$ 23,455,809

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

MAGISTER WEALTH

MAGISTER WEALTH

CRD#: 170829San Antonio, TX

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Contact information

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