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David Urovsky

Spire Wealth Management, LLC
37 Years of Experience
Frederick, MD
5 DisclosuresBrokerSells Insurance
View SEC Summary
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David Urovsky is a registered investment advisor at Spire Wealth Management, LLC, based in Frederick, MD, with 37 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,379 clients with $4.5B in assets under management.

Spire Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
6,379 clients
Average Client Portfolio
$708K average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees generally range from 0.02% to 2.25% of assets under management. Individual advisors set specific fee schedules and retain discretion to negotiate alternative fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

129 E. Patrick Street, Suite 12, Frederick, MD, 21701

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History

Regulatory History (5)
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.
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
View Full SEC ReportHow to Read Disclosures
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 · 7 yrs 2 mos
Spire Securities, LLCBroker
August 2019 - Present · 7 yrs 2 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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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