David James Vigil
Investment adviser representative at Vigil Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$186MFirm 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 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
10 years in the industry.
- Vigil Wealth Management, LLCDec 2018 to now
- Private Wealth LLCFeb 2018 to Jun 2018
- LPL Financial, LLCApr 2017 to Nov 2022
- Suntrust Advisory Services LLCSep 2016 to Apr 2017
- Suntrust Investment Services, Inc.Sep 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Vigil Wealth Management, LLC
$186MAssets managed
176Clients
3Advisers
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
- 4873382
- Firm CRD
- 299619