David Nagy is a registered investment advisor, based in Scottsdale, AZ, with 11 years of industry experience.
Location
14321 North Northsight Blvd, Scottsdale, AZ, 85060
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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.
Learn about disclosures →Employment History
Current Registrations
Vanguard Advisers, INC.
November 2025 - Present · 10 mos
Vanguard Marketing CorporationBroker
November 2025 - Present · 10 mos
Vanguard Marketing Corporation
November 2025 - Present · 10 mos
Previous Registrations
Edward Jones
July 2024 - June 2025 · 11 mos
Edward JonesBroker
July 2024 - June 2025 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - May 2024 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - May 2024 · 6 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
March 2014 - December 2017 · 3 yrs 9 mos
State Registrations2 states
AZTX
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.