DU

David Albert Urovsky

36 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
68 advisors
Number of Clients
9,489 clients
Average Client Portfolio
$487K average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$25K

Spire's annual account management fees range from 0.02% to 2.25% of assets under management, billed monthly in arrears. While there is no minimum account size, it is generally preferred to have a minimum of $25,000 in assets under management, but this may be negotiable. Financial planning fees are negotiated and can be hourly or fixed. Clients are also responsible for custodial and broker-dealer fees.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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Advisor Information

Office location

7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102

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Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2024
Customer Dispute
October 2013
Closed-No Action
Regulatory
October 2013
Final
Regulatory
June 2013
Final
Regulatory
September 2011
Final
Employment Separation After Allegations
August 2011
Other Business ActivitiesSells Insurance

David is an IAR of Spire Wealth Management and an insurance agent for Spire Insurance Agency, selling life insurance. The insurance sales take up a full-time commitment.

Employment History
Current Registrations
Spire Wealth Management, LLC
August 2019 - Present · 6 yrs 5 mos
Spire Securities, LLCBroker
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Lincoln Financial Advisors Corporation
August 2015 - August 2019 · 4 yrs
Lincoln Financial Advisors CorporationBroker
August 2015 - August 2019 · 4 yrs
Capitol Securities Management, INC.
March 2012 - August 2015 · 3 yrs 5 mos
Capitol Securities Management, INC. Broker
November 2011 - August 2015 · 3 yrs 9 mos
Raymond James Financial Services Advisors, INC
January 2009 - August 2011 · 2 yrs 7 mos
Voso Financial Advisers, LLC
October 2007 - December 2010 · 3 yrs 2 mos
Raymond James Financial Services
October 2002 - January 2009 · 6 yrs 3 mos
Raymond James Financial Services, INC.Broker
September 2002 - August 2011 · 8 yrs 11 mos
Cwm Financial Group, INC.
August 1998 - September 2002 · 4 yrs 1 mo
H. Beck, INC.Broker
February 1995 - September 2002 · 7 yrs 7 mos
Calvert Securities CorporationBroker
August 1993 - December 1994 · 1 yr 4 mos
Calvert Securities CorporationBroker
May 1988 - November 1992 · 4 yrs 6 mos
State Registrations20 states
ALCACODCFLMAMDMEMINCNJNMNYOKORPATNTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.