David
Vigil
Vigil Wealth Management, LLC
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About this Advisor
David Vigil is a certified financial planner working in Ponte Vedra Beach, Florida with 4 years of industry experience. Vigil works at Vigil Wealth Management, LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Suntrust Investment Services, Inc, Suntrust Advisory Services LLC, Private Wealth LLC, Vigil Wealth Management, LLC, Lpl Financial, LLC and Lpl Financial LLC. Vigil holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Vigil Wealth Management, LLC is a registered investment firm that has its headquarters in Ponte Vedra Beach, FL. The company has just three financial advisors. It handles $105 million in assets under management between its 338 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 338 client accounts, 35% are associated with high-net-worth clients who have more than $1 million in assets. The firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely depend on the type of services. However, fee types billed by Vigil Wealth Management, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vigil Wealth Management, LLC Brokerage Details
$104,790,761
3
338
$310,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
David Vigil Work History
David has been registered as a financial advisor for 4 years.*
Vigil Wealth Management, LLC
Private Wealth LLC
Vigil Wealth Management, LLC
Lpl Financial, LLC
Lpl Financial LLC
Suntrust Investment Services, Inc
Suntrust Advisory Services LLC
Suntrust Advisory Services LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Vigil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vigil Wealth Management, LLC
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
