David Ethan Furmanski
Investment adviser representative at Meridian Wealth Management, LLC
17 yearsExperience
8 statesRegistered in
$5BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Meridian Wealth Management, LLCOct 2024 to now
- Bank of America, N.A.Oct 2020 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to Oct 2024
- UBS Financial Services IncJan 2009 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, CO, FL, GA, OK, SD, WA).
Meridian Wealth Management, LLC
$5BAssets managed
5,533Clients
58Advisers
16 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
- 3174674
- Firm CRD
- 151523