Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
3,774 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$3K
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Location

305 Spindrift Drive, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is a registered representative with ISWM, spending nearly full-time hours on this activity. He spends a few hours per week on this activity during trading hours.

Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Peak Brokerage Services, LLCBroker
September 2015 - September 2024 · 9 yrs
Next Financial Group, INC.Broker
September 2013 - September 2015 · 2 yrs
LPL Financial LLCBroker
October 1996 - October 2013 · 17 yrs
Financial Network Investment CorporationBroker
June 1995 - October 1996 · 1 yr 4 mos
State Registrations4 states
FLKSNYTX
Advisor
Exams
No exam information available for this advisor.
David Patrick Mariacher - Financial Advisor | TrueAdvisor