David Megarity
David Megarity is a CFP-designated registered investment advisor at Stratia Wealth Management, LLC, based in Coppell, TX, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 18 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratia Wealth Management (SWM) charges a fee based on the value of your portfolio. The annual fee will be no more than 2.0%. This fee is negotiable. Fees are billed quarterly. SWM also offers services where they provide investment recommendations, but you make the final decisions. The annual fee for this service will also be no more than 2.0%, billed quarterly.
Location
Coppell, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an independent insurance agent selling insurance and annuity products since May 2025. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Stratia Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ba Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Ba Investment Services, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations1 state
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.