David Vigil has been Managing Director, Private Wealth Advisor, and Chief Compliance Officer of Vigil Wealth Management since November 2018, is a control person of the firm and directly owns 75% or more of it. David Vigil holds a Degree in Accounting from Central Washington University.
Vigil Wealth Management, LLC is a Ponte Vedra Beach, FL firm with $186M under management, 176 clients and 3 advisers across 2 offices, as of its March 2026 filing.
David Vigil is Managing Director, Private Wealth Advisor of Vigil Wealth Management. He works with families, business owners and corporate executives on investing and managing money. He began his career as a Financial Advisor at UBS and has also worked at Morgan Stanley and Suntrust. He served in the US Army as a Supply Specialist and was Head Golf Professional at Sawgrass Country Club.
David Vigil’s longest registration is the current one, 7 years at Vigil Wealth Management since 2019. Before joining Vigil Wealth Management in 2019, David Vigil was registered through Private Wealth and LPL Financial LLC.
- Vigil Wealth Management, LLCCurrent– present · 7 yearsPonte Vedra Beach, FL · Adviser representative · Firm CRD 299619
- Private Wealth– · under a yearPonte Vedra, FL · Adviser representative · Firm CRD 293126
- LPL Financial LLC– · 1 yearPonte Vedra, FL · Adviser representative · Firm CRD 6413
- Suntrust Advisory Services, Inc.– · under a yearPonte Vedra Beach, FL · Adviser representative · Firm CRD 283390
- Suntrust Investment Services, Inc.– · under a yearPonte Vedra Beach, FL · Adviser representative · Firm CRD 17499
- Morgan Stanley– · 7 yearsPonte Vedra Beach, FL · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 1 yearPonte Vedra Beach, FL · Adviser representative · Firm CRD 8209
- UBS Financial Services Inc.– · 3 yearsJacksonville, FL · Adviser representative · Firm CRD 8174
Professional designations
Listed by Vigil Wealth Management
- CFP®
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
David Vigil is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2019; the most recent is Texas, in November 2019.
- FloridaSince 4 February 2019
- TexasResidentSince 21 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 15 October 2011 |
| Series 66 | Uniform Combined State Law Examination | 5 January 2005 |
| Series 7 | General Securities Representative Examination | 16 December 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David James Vigil
- CRD
- 4873382
- Firm
- Vigil Wealth Management · CRD 299619
- Role
- Managing Director, Private Wealth Advisor, and Chief Compliance Officer
- Office
- 822 A1A NORTH, SUITE 102, Ponte Vedra Beach, FL 32082
- Registration
- Investment adviser registration
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vigilwealthmanagement.com
Where does David Vigil work?
David Vigil has been Managing Director, Private Wealth Advisor, and Chief Compliance Officer of Vigil Wealth Management, LLC since November 2018, and is a control person of the firm.
Is David Vigil a financial advisor?
Yes. David Vigil has a current investment-adviser registration in Florida and Texas, through Vigil Wealth Management since February 2019.
How many years of experience does David Vigil have?
David Vigil has 21 years in the financial industry, since December 2004, across 8 adviser firms.
What exams has David Vigil passed?
David Vigil has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in December 2004. FINRA credited David Vigil with the SIE, which began in October 2018.
Where did David Vigil work before Vigil Wealth Management?
Before Vigil Wealth Management, David Vigil was registered through Private Wealth, March 2018 to June 2018; Suntrust Advisory Services, Inc., April 2017 to April 2017; Suntrust Investment Services, Inc., September 2016 to January 2017; Morgan Stanley, June 2009 to September 2016; Morgan Stanley & Co. Incorporated, May 2008 to June 2009; UBS Financial Services Inc., January 2005 to May 2008.
Where is David Vigil based?
David Vigil’s registered office is in Ponte Vedra Beach, FL.
Is David Vigil registered with FINRA?
No. David Vigil has no current broker registration.
Is David Vigil a CFP?
Vigil Wealth Management lists David Vigil with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify David Vigil’s record?
Search CRD 4873382 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Vigil’s full registration record.