David Hunt has been Vice President, CCO of Hunt Wealth Management Group since April 2009, is a control person of the firm and directly owns between 50% and 75% of it.
Hunt Wealth Management Group, Inc. is a Concord, CA firm with $110M under management, 185 clients and 2 advisers in one office, as of its April 2026 filing.
David Hunt’s longest registration is the current one, 9 years at Hunt Wealth Management Group since 2017. Before joining Hunt Wealth Management Group in 2017, David Hunt was registered through Sowell Management Services and Concert Wealth Management.
- Sowell Management Services– · under a yearNorth Little Rock, AR · Adviser representative · Firm CRD 127145
- Hunt Wealth ManagementCurrent– present · 9 yearsConcord, CA · Adviser representative · Firm CRD 288892
- Sowell Management Services– · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 127145
- Concert Wealth Management– · 8 yearsSan Jose, CA · Adviser representative · Firm CRD 141253
- Citigroup Global Markets Inc.– · 2 yearsWalnut Creek, CA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
David Hunt is registered as an investment adviser representative in California, since July 2017.
- CaliforniaSince 17 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 September 2006 |
| Series 7 | General Securities Representative Examination | 31 July 2006 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Brian Hunt
- CRD
- 5159193
- Firm
- Hunt Wealth Management Group · CRD 288892
- Role
- Vice President, CCO
- Office
- 1001 Galaxy Way, Ste 203, Concord, CA 94520
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does David Hunt work?
David Hunt has been Vice President, CCO of Hunt Wealth Management Group, Inc. since April 2009, and is a control person of the firm.
Is David Hunt a financial advisor?
Yes. David Hunt has a current investment-adviser registration in California, through Hunt Wealth Management Group since July 2017.
How many years of experience does David Hunt have?
David Hunt has 20 years in the financial industry, since October 2006, across 4 adviser firms.
What exams has David Hunt passed?
David Hunt has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2006.
Where did David Hunt work before Hunt Wealth Management Group?
Before Hunt Wealth Management Group, David Hunt was registered through Sowell Management Services, September 2016 to June 2017; Citigroup Global Markets Inc., October 2006 to April 2009.
Where is David Hunt based?
David Hunt’s registered office is in Concord, CA.
Is David Hunt registered with FINRA?
No. David Hunt has no current broker registration.
How can I verify David Hunt’s record?
Search CRD 5159193 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Hunt’s full registration record.