David W. Nash

MAGISTER WEALTH

San Antonio, TX

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CRD#: 5882986

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.

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

Do you have an area of expertise or specialization?

Business Owners

Corporate Executives

Estate & Generational Planning...

Fixed Fee (Subscription, Retai...

Generation X

Investment Advice with Ongoing...

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.

SELF EMPLOYMENT: PRIVATE MUSIC LESSONS AND PERFORMANCE, NOT INVESTMENT RELATED CONDUCTED AFTER SECURITY TRADING HOURS IN THE EVENINGS AND SOME WEEKENDS. 5-10 HOURS A MONTH. ONE ON ONE MUSIC EDUCATION FOR ALL AGES. LESSONS ARE HELD AT MY RESIDENCE OR THE INDIVIDUAL'S HOME. THE START DATE FOR MY CURRENT RESIDENCE IS 02/2014 AND ADDRESS IS 64 SPRING LAKE DRIVE SAN ANTONIO, TX 78248.

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)

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

IAR

Series 65

Date: 6/27/2011

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	88
AUM (Assets Under Management)	$ 20,892,992

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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David W. Nash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MAGISTER WEALTH

COVENANT

1ST PORTFOLIO WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2011

Current Firm

MAGISTER WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAGISTER WEALTH

TRUST BUT VERIFY

Contact information

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