David Mersky
Investment adviser representative at Advisor Share Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
$376.9MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Advisor Share Wealth Management, LLCDec 2024 to now
- The Change Agency, LLCSep 2007 to now
- Advanced Retirement Solutions, Inc.Apr 2019 to Dec 2022
- First Affirmative Financial NetworkAug 2018 to Apr 2019
- Cabana Asset ManagementNov 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (AR).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 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
- 4494397
- Firm CRD
- 307997