David A Madway
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you David A Madway? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCSep 2025 to now
- Morgan StanleyJun 2022 to Oct 2022
- Morgan StanleyJan 2021 to May 2022
- S3Apr 2019 to Jul 2019
- USAA Financial Advisors IncApr 2019 to Jul 2019
- USAA Investment Management CompanyApr 2019 to Jul 2019
- Bank of America, N.A.Sep 2016 to Jan 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to Jan 2018
- Onchain Ventures LLCJan 2016 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6006993
- Firm CRD
- 6413