Unclaimed
David Madway is a financial advisor who has been active in the industry since 2017. David is registered with the state of Florida as an Investment Advisor Representative of Spire Wealth Management, LLC. David has previously been employed by a number of other firms, including Morgan Stanley, USAA Financial Advisors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David specializes in providing financial advice to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
09/22/2023 - Present
Spire Wealth Management, LLC (Osprey FL)
FL
07/07/2022 - 11/03/2022
MORGAN STANLEY (Tampa FL)
FL
02/04/2021 - 06/01/2021
MORGAN STANLEY (SARASOTA FL)
TX
06/03/2019 - 08/13/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/20/2016 - 01/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CEDAR PARK TX)
TX
05/25/2016 - 07/29/2016
MICROVENTURE MARKETPLACE INC. (AUSTIN TX)
TX
03/16/2016 - 04/05/2016
GIRARD SECURITIES, INC. (AUSTIN TX)
FL
06/10/2013 - 09/28/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
02/27/2012 - 04/09/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 06/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Madway is the right advisor for you? Invested Better is here to help.