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David Bruce Armstrong

Monument Wealth Management

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About David Bruce Armstrong

David Armstrong is a financial advisor with Monument Wealth Management. David Armstrong is a Registered Investment Advisor (RIA) registered with the states of Maryland, Texas, and Virginia. David Armstrong has been in the industry for over 20 years, previously working with LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David Armstrong holds the Series 7, 9, 10, 65 and 66 securities licenses. David Armstrong is a Chartered Financial Analyst (CFA).

Firm Information

David Armstrong is currently registered with Monument Wealth Management. Monument Wealth Management is an Alexandria, VA-based registered investment advisor with approximately $433.82 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and selection of other advisers services to individuals other than high-net-worth individuals and high-net-worth individuals.
Monument Wealth Management

1940 DUKE STREET

ALEXANDRIA, VA 22314

$433.82M

Assets Under Management

Not reported

Total Clients

8

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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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.

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 Armstrong’s Registration & Firm History

VA

02/26/2013 - Present

Monument Wealth Management (ALEXANDRIA VA)

VA

05/23/2008 - 12/04/2018

LPL FINANCIAL LLC (ALEXANDRIA VA)

DC

05/22/2002 - 05/29/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

NJ

10/27/1999 - 05/30/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 08/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/16/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/17/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Bruce Armstrong.
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