David Colley
Investment adviser representative at Crux Wealth Advisors
28 yearsExperience
1 stateRegistered in
$547.7MFirm assets
2 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
Experience
28 years in the industry.
- Arete Wealth ManagementAug 2024 to now
- Crux Wealth AdvisorsJan 2022 to now
- Self EmployedJul 1998 to now
- Raymond James Financial Services AdvisorsJan 2020 to Aug 2024
- Raymond James Financial Services, IncJan 2020 to Aug 2024
- Waddell & ReedJul 2001 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Crux Wealth Advisors
$547.7MAssets managed
676Clients
9Advisers
2 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
- 4373786
- Firm CRD
- 330731