David John Wilson
Professional Summary
David John Wilson, who also goes by David Wilson, is a registered financial advisor currently at MONUMENT GROUP, INC. located in Boston, Massachusetts. David is registered as a RR (Registered Representative) and started their career in finance in 2018. David has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Wilson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
MONUMENT GROUP, INC.
Contact Information
Main Address
500 Boylston Street Suite 1150, Boston, MA 02116Mailing Address
500 Boylston Street Suite 1150, Boston, MA 02116Phone Number
(617) 423-4700Established
Delaware since 03/31/1994Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMPANA, LORI D | SHAREHOLDER | 4660389 |
| DIGGINS, MARY MARGARET | ASSISTANT SECRETARY/SHAREHOLDER | 7069473 |
| GENDRON, MEREDITH A. | CHIEF COMPLIANCE OFFICER/SECRETARY/SHAREHOLDER | 5248956 |
| MACCURTAIN, PATRICK W | TREASURER/SHAREHOLDER | 4426182 |
| MCCORMICK, JOHN BLANCHARD MR. | SHAREHOLDER | 5246677 |
| MILLER, MICHAEL CHRISTOPHER | SHAREHOLDER | 3060234 |
| MOLLOY, BARTHOLOMEW JOSEPH | SHAREHOLDER | 2655092 |
| MUELLER, RYAN MICHAEL | PRESIDENT/SHAREHOLDER | 4286239 |
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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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jul 2018About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David John Wilson's CRS (Customer Relationship Summary).
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