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Clarion Wealth Management Partners CRD 334243
$395M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12500 Fair Lakes Circle Suite 250, Fairfax, VA 22033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
12500 Fair Lakes Circle Suite 250, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2009 | 03/2024 |
| Clarion Wealth Management Partners | Fairfax | VA | 02/2009 | Present |
| Eversource Wealth Advisors, Llc | Fairfax | VA | 03/2024 | 03/2025 |
David W. Young III is licensed to sell non-variable insurance and annuities in Virginia. He spends approx. 5-10 hours per month, all during trading hours, on this investment-related activity at the same Fair Lakes Circle address as his investment advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-16 |
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