DS
David Scott Mcalvany
CRD 4328592
Firms
| Firm | Role | As of |
|---|---|---|
| Mcalvany Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Mcalvany Wealth Management, Llc
General Partner/Trustee Of David S. Mcalvany Irrevocable Trust · 50% – 75% · Jul 2024
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Mcalvany Wealth Management, Llc
Trustee · 75% or more · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗