David Slupe (CRD# 6860814) is an Investment Advisor Representative working at Pegasus Financial Group LLC in Chantilly, VA and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aging Consultants Group | Chantilly, VA | Aug 2019 - Current | 4 |
| Aging Consultants Group | Chantilly, VA | Aug 2019 - Current | 4 |
| Pegasus Financial Group | Chantilly, VA | Apr 2019 - Current | 5 |
| David C. Slupe | Chantilly, VA | Nov 2018 - Current | 5 |
| David C. Slupe (notary) | Chantilly, VA | Nov 2018 - Current | 5 |
| David C Slupe | Chantilly, VA | Nov 2018 - Current | 5 |
| United Planners' Financial Services Of America A Limited Partner | Chantilly, VA | Jun 2018 - Current | 5 |
| Uber Technologies | San Francisco, CA | Jan 2017 - May 2020 | 3 |
| Ontap Magazine - Five O'clock Publishing | Alexandria, VA | Aug 2016 - Jan 2020 | 3 |
| Ontap Magazine - Five O'clock Publishing | Alexandria, VA | Aug 2016 - Jan 2020 | 3 |
| Northwestern Mutual - Dc | Washington, DC | Sep 2017 - Apr 2018 | < 1 |
| Olympus Corporation Of The Americas | Center Valley, PA | Sep 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
| S63 | Uniform Securities State Law Examination | Apr 2019 |
- VA
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts134ACCOUNTS
-
Average Account Value$554,128
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
VA
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