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David George Sylvester

David G. Sylvester

CAVU WEALTH ADVISORS
WALNUT CREEK, CA 94596
Some features on this profile are disabled
CRD#: 704101
David George Sylvester

Professional summary

David George Sylvester, CFP® is a registered financial advisor currently at CAVU WEALTH ADVISORS, LLC located in Walnut Creek, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. David has worked at 13 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

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 George Sylvester's CRS (Customer Relationship Summary).
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: 2009

Experience

Current

May 7, 2026 - Present

CAVU WEALTH ADVISORS, LLC

Office #1: 1220 Oakland Blvd. Suite 200, Walnut Creek, CA 94596
RIA
CRD#: 340677
WALNUT CREEK, CA
Past

January 11, 2019 - May 29, 2023

CAVU WEALTH ADVISORS

RIA
CRD#: 151361
Walnut Creek, CA
Past

October 21, 2009 - December 31, 2018

CAVU WEALTH ADVISORS

RIA
CRD#: 151361
WALNUT CREEK, CA
Past

June 18, 2009 - September 15, 2009

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
LAFAYETTE, CA
Past

April 9, 2009 - September 15, 2009

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
LAFAYETTE, CA
Past

May 19, 2008 - August 22, 2008

B|O|S

RIA
CRD#: 110496
SAN FRANCISCO, CA
Past

May 30, 2006 - April 25, 2007

MORRISON & FRAZIER, LLC

RIA
CRD#: 118438
LAFAYETTE, CA
Past

November 6, 2003 - February 26, 2004

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

August 14, 2001 - July 9, 2003

FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC

BD
CRD#: 10485
NEW YORK, NY
Past

February 18, 2000 - February 6, 2001

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
BALTIMORE, MD
Past

October 1, 1997 - February 8, 2000

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

May 1, 1992 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA
Past

September 19, 1990 - September 24, 1990

COWEN PRIME SERVICES TRADING LLC

BD
CRD#: 23857
NEW YORK, NY
Past

August 7, 1985 - June 15, 1987

MONTGOMERY SECURITIES

BD
CRD#: 4357
Past

July 3, 1984 - August 2, 1985

HAMBRECHT & QUIST LLC

BD
CRD#: 940
Past

January 19, 1980 - May 18, 1984

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124

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
California
(5/7/2026)
IAR
Texas
(5/7/2026)
IAR
Virginia
(5/7/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/14/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/8/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/3/1998
General Securities Principal Examination

Current Firm

CW
CAVU WEALTH ADVISORS, LLC
CAVU WEALTH ADVISORS, LLC

CRD#: 340677 / SEC#: 801-135537

RIA
Registered Investment Advisory firm - (3/12/2026 120-Day Approval)
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Contact information

Main Address
118 David Drive, Moraga, CA 94556
Mailing Address
118 David Drive, Moraga, CA 94556
Phone number
(925) 200-1391
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAVU WEALTH ADVISORS PRELIMINARY ADV PART 2 (2/10/2026)

Regulatory assets under management

Total Number of Accounts72
AUM (Assets Under Management)$ 150,550,000

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

CAVU WEALTH ADVISORS, LLC

CRD#: 340677Walnut Creek, CA 94596

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