David William Weigel
Investment adviser representative at Weigelfam
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$76.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- WeigelfamJul 2021 to now
- Weigel Fiduciary Asset Management LLCOct 2020 to now
- RBC Capital Markets, LLCDec 2013 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Weigelfam
Legal name: Weigel Fiduciary Asset Management
$76.1MAssets managed
89Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2634533
- Firm CRD
- 310903