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David Albert Urovsky

Spire Wealth Management, LLC

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About David Albert Urovsky

David Urovsky is an investment advisor representative with Spire Wealth Management, LLC based in McLean, VA. David has been in the financial industry since 1989. Previously, David was registered with Lincoln Financial Advisors Corporation and Capitol Securities Management, Inc. David is registered to provide investment advice and securities services in several states, including Texas, Maryland, California, Virginia, and New York.

Firm Information

David Urovsky is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Urovsky’s Registration & Firm History

VA

08/28/2019 - Present

Spire Wealth Management, LLC (MCLEAN VA)

MD

08/19/2015 - 08/28/2019

LINCOLN FINANCIAL ADVISORS CORPORATION (Frederick MD)

MD

11/04/2011 - 08/20/2015

CAPITOL SECURITIES MANAGEMENT, INC. (FREDERICK MD)

FL

09/26/2002 - 08/29/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (PONTE VERDA BEACH FL)

MD

02/07/1995 - 09/26/2002

H. BECK, INC. (ROCKVILLE MD)

MD

08/31/1993 - 12/31/1994

CALVERT SECURITIES CORPORATION (BETHESDA MD)

MD

05/25/1988 - 11/03/1992

CALVERT SECURITIES CORPORATION (BETHESDA MD)

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Licenses & Designations

IA

Issued 05/23/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2003

Series 30 - NFA Branch Manager Examination

BC

Issued 04/16/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/11/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for David Albert Urovsky. Review regulatory record here.
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