David A. Lurch
Advisor at David Lurch LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
David Lurch LLC
Location
Ft. Lauderdale, FL
Credentials
Series 63, Series 65
Industry experience
17 years
About
David A. Lurch is a financial advisor with David Lurch LLC in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and with 17 years of industry experience. Prior to founding his own firm in 2024, he worked at UBS Financial Services Inc. for 11 years. He serves on the board of directors for the Miami Yacht Club, a nonprofit organization. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a blend of fundamental, quantitative, technical, and charting analyses within a modern portfolio theory framework, employing both long-term and active trading strategies across a variety of investment products.
Expertise
Based on David Lurch LLC
Options & derivatives strategies
Private / alternative investments
Real estate investing
Annuities
Fee options
$1 - $999,999: 2.50% $1,000,000 - $4,999,999: 2.00% $5,000,000 - And Up: 1.50%
Between $200 and $1,000 per hour for financial planning services
Location
Ft. Lauderdale, FL
Most active in
David A. L has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
David Lurch LLC
2024 - Present (2 years)
UBS Financial Services
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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