David Fischer has been an investment adviser representative at Financial Gravity Family Office Services since February 2025, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
David Fischer’s longest registration was 5 years at Grace Capital Management, LLC (2019–2025). Before joining Financial Gravity Family Office Services in 2025, David Fischer was registered through Grace Capital Management, LLC and Axa Advisors, LLC.
- – present · 1 yearAustin, TX · Adviser representative · Firm CRD 316024
- Grace Capital Management, LLC– · 5 yearsAustin, TX · Adviser representative · Firm CRD 150054
- Axa Advisors, LLC– · 2 yearsAustin, TX · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
David Fischer is registered as an investment adviser representative in Texas, since February 2025.
- TexasSince 28 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 May 2017 |
| Series 7 | General Securities Representative Examination | 2 April 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6754846
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does David Fischer work?
David Fischer is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Fischer a financial advisor?
Yes. David Fischer has a current investment-adviser registration in Texas, through Financial Gravity Family Office Services since February 2025.
How many years of experience does David Fischer have?
David Fischer has 9 years in the financial industry, since April 2017, across 3 adviser firms.
What exams has David Fischer passed?
David Fischer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2017. FINRA credited David Fischer with the SIE, which began in October 2018.
Where did David Fischer work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, David Fischer was registered through Axa Advisors, LLC, May 2017 to December 2019.
Where is David Fischer based?
David Fischer’s registered office is in Austin, TX.
Is David Fischer registered with FINRA?
No. David Fischer has no current broker registration.
How can I verify David Fischer’s record?
Search CRD 6754846 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Fischer’s full registration record.