DA
CFA
DA
CFA

David Bruce Armstrong

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
213 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$465.1M

Fee Structure

Minimum Investment:$3M
Financial Planning:Included in AUM fee
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Location

1940 Duke Street, Suite 6100, Alexandria, VA, 22314

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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 Director and Chair of the Investment Committee for a non-profit community foundation since 2019, dedicating minimal time. This activity is not investment-related.

Employment History
Current Registrations
Monument Wealth Management
February 2013 - Present · 13 yrs
Previous Registrations
LPL Financial LLCBroker
May 2008 - December 2018 · 10 yrs 7 mos
LPL Financial LLC
May 2008 - February 2013 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2002 - May 2008 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2002 - May 2008 · 6 yrs
Donaldson, Lufkin & Jenrette Securities CorporationBroker
October 1999 - May 2002 · 2 yrs 7 mos
State Registrations3 states
MDTXVA
Advisor
Exams
No exam information available for this advisor.