David Slupe has been an investment adviser representative at Pegasus Financial Group since May 2019, and is not listed among the firm’s executive officers or direct owners.
Pegasus Financial Group LLC is a Chantilly, VA firm with $122M under management, 204 clients and 3 advisers in one office, as of its May 2026 filing.
David Slupe is Financial Planner/Aging Life Care Manager of Pegasus Financial Group. His professional career spans over 30 years, first as a sales and marketing professional in the medical and surgical equipment industry. He manages the Aging Life Care component of the firm, where a customized plan combining health-related issues, home preferences and financial preparedness is developed for each client.
- Pegasus Financial Group LLCCurrent– present · 7 yearsChantilly, VA · Adviser representative · Firm CRD 145127
Investment adviser representative registrations
David Slupe is registered as an investment adviser representative in Virginia, since May 2019.
- VirginiaSince 2 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 24 April 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 April 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 4 March 2019 |
| SIE | Securities Industry Essentials Examination | 4 March 2019 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- David Charles Slupe
- CRD
- 6860814
- Firm
- Pegasus Financial Group · CRD 145127
- Office
- 4211 PLEASANT VALLEY ROAD, SUITE 260, Chantilly, VA 20151
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- pegasusfg.com
Where does David Slupe work?
David Slupe is an investment adviser representative registered through Pegasus Financial Group LLC since May 2019, and is not listed among the firm’s executive officers or direct owners.
Is David Slupe a financial advisor?
Yes. David Slupe has a current investment-adviser registration in Virginia, through Pegasus Financial Group since May 2019.
How many years of experience does David Slupe have?
David Slupe has 7 years in the financial industry, since March 2019, across 1 adviser firm.
What exams has David Slupe passed?
David Slupe has passed 4 licensing exams: the Series 6TO, SIE, Series 65 and Series 63. The earliest, the Series 6TO, was passed in March 2019.
Where is David Slupe based?
David Slupe’s registered office is in Chantilly, VA.
Is David Slupe registered with FINRA?
Yes. David Slupe has a current broker registration, under CRD 6860814.
Source: FINRA BrokerCheck
How can I verify David Slupe’s record?
Search CRD 6860814 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Slupe’s full registration record.