Advisor at Spire Wealth Management, LLC
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
Spire Wealth Management, LLC
Location
Frederick, MD 21701
Credentials
Series 63, Series 65
Industry experience
36 years
David Urovsky is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. His prior roles include positions at Spire Investment Partners, LLC, Lincoln Financial Advisors, and Wealth Advisors Group. He is also an insurance agent with Spire Insurance Agency, focusing on life insurance sales. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs a mix of passive, active, and tax-aware strategies, including proprietary risk overlays through its affiliate Corbett Road Capital Management.
Based on Spire Wealth Management, LLC
Based on Spire Wealth Management, LLC
Financial planning fees may be charged on a fixed fee basis depending on arrangement.
0.02% to 2.25% annually
Commission compensation from securities sales through affiliated broker-dealer or insurance commissions may apply separately; no advisory fees charged in addition to commissions on those sales.
Financial planning fees typically charged on an hourly basis; specific amounts negotiated with client.
Financial planning fees may also be charged on a subscription basis; details vary by advisor.
Account minimum: $25,000
129 E. Patrick Street, Suite 12
Frederick, MD 21701
Maryland · Texas
Spire Investment Partners, LLC
2019 - Present (7 years)
Lincoln Financial Advisors
2015 - 2019 (4 years)
Wealth Advisors Group
2002 - 2019 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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My name is Matthew, your advisor at Cadence Planning. I entered the professional world as a teacher. For over six years, I spent time with students, developed after-school robotics programs, and relished the opportunity to educate and empower the people around me. That is why, I believe it is important for clients to understand, I entered the financial world as a teacher as well. The passion for teaching never left me. I had witnessed, first hand, the impact education has on someone's self-confidence, security, and semblance of joy. And I carry this approach with me into my advising. In 2006 I decided to leave teaching altogether to work full-time as a tax accountant. I took and passed each section of the EA exam between 2009 and 2010, receiving my EA designation in March 2011. I've been given the opportunity to present to my peers at conferences and in 2012 was honored to be a recipient of the “Outstanding Young Professionals Award” from the Maryland Society of Accountants. In 2021, I completed the Financial Planning Program at the Boston Institute of Finance at Bryant University and subsequently passed the CFP exam and earned my CFP Marks. It's been a hard but rewarding journey and has left me feeling empowered to help clients. That is why I love what I do.
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