David Chadwick Conoly
Investment adviser representative at Invista Advisors
20 yearsExperience
1 stateRegistered in
$443.5MFirm assets
10 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
20 years in the industry.
- Waverly Advisors, LLCJul 2026 to now
- Invista AdvisorsMay 2023 to now
- The Collegiate HotelAug 2021 to Apr 2024
- Drive Zone Auto SalesMay 2021 to Aug 2021
- Coffee Floral OutletMar 2020 to Aug 2020
- The DepotSep 2019 to Mar 2020
- Auburn UniveristyAug 2019 to May 2024
- NewtopiaJun 2018 to Aug 2018
- SchoolAug 2006 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AL).
Invista Advisors
Legal name: Mcdonald Financial Services, LLC
$443.5MAssets managed
721Clients
8Advisers
10 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
- 7774038
- Firm CRD
- 282899