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David Patrick Mariacher

Independent Solutions Wealth Management, LLC

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About David Patrick Mariacher

David Patrick Mariacher is a financial advisor with Independent Solutions Wealth Management, LLC, with 27 years of experience in the industry. David is registered to provide investment advice in Florida, Kansas, New York and Texas. David has a strong background in financial planning and portfolio management for both individuals and businesses. He also offers educational seminars to help clients better understand their financial options.

Firm Information

David Mariacher is currently registered with Independent Solutions Wealth Management, LLC. Independent Solutions Wealth Management, LLC is a registered investment advisor based in Williamsville, NY. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They serve a variety of clients including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm manages over $953 million in assets.
Independent Solutions Wealth Management, LLC

305 SPINDRIFT DRIVE

WILLIAMSVILLE, NY 14221

$953.83M

Assets Under Management

Not reported

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Mariacher’s Registration & Firm History

NY

08/24/2017 - Present

Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)

NY

09/30/2013 - 09/03/2015

NEXT FINANCIAL GROUP, INC. (ELMA NY)

NY

10/02/1996 - 10/21/2013

LPL FINANCIAL LLC (ELMA NY)

CA

06/15/1995 - 10/24/1996

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 07/31/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Patrick Mariacher.
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