AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DD

David P Dahill

REALIZED FINANCIAL
AUSTIN, TX
·CRD# 6581024·10 years experience

Professional Summary

David P Dahill is a registered financial advisor currently at REALIZED FINANCIAL, INC. located in Austin, Texas. David is registered as a RR (Registered Representative) and started their career in finance in 2016. David has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
View profile
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Years of Experience

10 years in the financial services industry

Current & Past Employments

REALIZED FINANCIAL, INC.·CRD# 22333
RIA
BD
1. 500 W. 13th Street, Austin, TX 787012. 500 W. 13th Street, Austin, TX 78701
November 5, 2019 - Present
WEALTHFORGE SECURITIES, LLC·CRD# 152550
BD
Austin, TX
February 8, 2016 - October 31, 2019

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

Current Firm

RF
REALIZED FINANCIAL, INC.

REALIZED FINANCAL, INC. | THORNHILL SECURITIES, INC. | THORNHILL BROKERAGE, INC. | REALIZED FINANCIAL, INC.

CRD#: 22333 / SEC#: 801-70703, 8-39659
RIA
Registered Investment Advisory firm - SEC (3/25/2015 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (6/27/2014 Approved)
Texas
Registered Investment Advisory firm - SEC (6/6/2014 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

500 W. 13th Street, Austin, TX 78701

Mailing Address

500 W. 13th Street, Austin, TX 78701

Phone Number

(512) 472-7171

Established

Texas since 03/29/1988

Firm Type

Corporation

Fiscal Year End

March

Firm Size

Small

# of Employees

14

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
REALIZED HOLDINGS INCHOLDING COMPANY—
DAHILL, DAVID PCEO6581024
DAHILL, DAVID PFINOP6581024
ELLIOTT, STEPHANIE NICOLECCO2476636
ELLIOTT, STEPHANIE NICOLEPRESIDENT2476636
MEDINA, GABRIEL OCOO5061047

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

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.

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/6/2026)
RR
Maryland
(3/18/2025)
RR
Texas
(11/5/2019)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2016About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2016About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Jan 2024About the Series 27 exam
FINRA
SRO Registrations

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#

CRS (Client Relationship Summary) - BD

Click below to view David P Dahill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Jeffrey Glenn Weeks
Jeffrey Glenn Weeks

ATX PORTFOLIO ADVISORS, LLC

AUSTIN, TX · CRD#
Eric Scott Pomerantz
Eric Scott Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN, TX · CRD#
JR
James Andrew Rushing JR

VOYA FINANCIAL ADVISORS, INC.

AUSTIN, TX · CRD#
RR
Ryan W Ruppert

MORGAN STANLEY

Austin, TX · CRD#
DD
Follow David
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required