David Panagrossi has been Chief Executive Officer of CMG Wealth Advisors since January 2026, is a control person of the firm and directly owns under 5% of it.
CMG Wealth Advisors LLC is a Madison, WI firm with $138M under management, 1,058 clients and 3 advisers across 5 offices, as of its September 2026 filing.
David Panagrossi’s longest registration was 4 years at Rareview Capital LLC (2016–2021).
- Rareview Capital LLC– · 4 yearsPace, FL · Adviser representative · Firm CRD 284474
- Domus Capital Group, LLC– · 3 yearsEtna, NH · Adviser representative · Firm CRD 165076
- Navigate Advisors LLC– · 3 yearsStamford, CT · Adviser representative · Firm CRD 128143
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 1 May 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2007 |
| Series 24 | General Securities Principal Examination | 2 May 2007 |
| Series 55 | Limited Representative-Equity Trader Exam | 1 March 2006 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 12 November 2001 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 1 March 2001 |
| Series 7 | General Securities Representative Examination | 24 June 1993 |
- Name
- Compliance Officer Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Full name
- David Michael Panagrossi
- CRD
- 2317860
- Firm
- CMG Wealth Advisors · CRD 340600
- Role
- Chief Executive Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Panagrossi work?
David Panagrossi has been Chief Executive Officer of CMG Wealth Advisors LLC since January 2026, and is a control person of the firm.
Does David Panagrossi have a current investment-adviser registration?
David Panagrossi has a current broker registration and no current investment-adviser registration.
What exams has David Panagrossi passed?
David Panagrossi has passed 11 licensing exams: the Series 7, Series 9, Series 10, Series 55, Series 24, Series 65, Series 63, Series 14, Series 79TO, Series 99TO and Series 57TO. The earliest, the Series 7, was passed in June 1993. FINRA credited David Panagrossi with the SIE, which began in October 2018.
Where was David Panagrossi previously registered as an investment adviser?
David Panagrossi has past investment-adviser registrations through Rareview Capital LLC, November 2016 to March 2021; Domus Capital Group, LLC, April 2016 to January 2020; Navigate Advisors LLC, June 2007 to January 2011, across 3 firms.
Is David Panagrossi registered with FINRA?
Yes. David Panagrossi has a current broker registration, under CRD 2317860.
Source: FINRA BrokerCheck
How can I verify David Panagrossi’s record?
Search CRD 2317860 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Panagrossi’s full registration record.