David A. Wood

NEXUS WEALTH MANAGEMENT

Chesapeake, VA 23320

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CRD#: 5928196

Professional summary

David Alexander Wood, who also goes by David Wood, is a registered financial advisor currently at NEXUS WEALTH MANAGEMENT, LLC located in Chesapeake, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. David has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Wood

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.

NEXUS FINANCIAL; INVT REL; 1545 CROSSWAYS BLVD SUITE 250, CHESAPEAKE VA 23320; DBA FOR INSURANCE, SECURITIES & ADVISORY SERVICES; CO-FOUNDER/MANAGING PARTNER; START 10/2013; 70 HRS/MO; 20 HR/MO DURING TRADING; OFFERING INSURANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alexander Wood'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®

None

Experience

Current

August 11, 2025 - Present

NEXUS WEALTH MANAGEMENT, LLC

Office #1: 1545 Crossways Blvd. Suite 250, Chesapeake, VA 23320

RIA

CRD#: 173883

Chesapeake, VA

Past

February 17, 2023 - December 31, 2024

NEXUS WEALTH MANAGEMENT, LLC

RIA

CRD#: 173883

CHESAPEAKE, VA

Past

January 5, 2015 - December 31, 2022

NEXUS WEALTH MANAGEMENT, LLC

RIA

CRD#: 173883

CHESAPEAKE, VA

Past

February 11, 2014 - December 2, 2014

GRADIENT SECURITIES, LLC

CRD#: 127701

CHESAPEAKE, VA

Past

February 6, 2014 - December 31, 2014

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

CHESAPEAKE, VA

Past

June 25, 2012 - October 25, 2013

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

VIRGINIA BEACH, VA

Past

July 12, 2011 - October 25, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

VIRGINIA BEACH, 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

Virginia
(8/11/2025)

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: 6/9/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/5/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/2/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/11/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NEXUS WEALTH MANAGEMENT, LLC

CRD#: 173883 / SEC#:

Virginia

Registered Investment Advisory firm - (8/11/2025 Approved)

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Contact information

Main Address

1545 Crossways Blvd. Suite 250, Chesapeake, VA 23320

Mailing Address

Phone number

(757) 777-3980

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 7,445,893

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.

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Advisor Monitoring

Firm Stability Insights

David A. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alexander Wood's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXUS WEALTH MANAGEMENT, LLC

NEXUS WEALTH MANAGEMENT, LLC

GRADIENT SECURITIES, LLC

GRADIENT ADVISORS, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2012

Series 63

Date: 12/5/2011

SIE

Date: 12/2/2014

Series 6

Date: 7/11/2011

Current Firm

NEXUS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEXUS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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