David Segal

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 06/2016
  Weaver Wealth Management
  Dallas, TX
• 06/2016 → 06/2019
  The Milestone Group, Inc.
  Denver, CO
• 12/2024 → Present
  Truist Advisory Services, Inc.
  Dallas, TX
• 10/2021 → 12/2024
  United Texas Bank
  Dallas, TX
• 06/2019 → 07/2021
  Bank Of Oklahoma
  Dallas, TX

Previous Registrations

• 2016-04-20 → 2020-10-01
  Bok Financial Private Wealth, Inc.
  Dallas, TX
  Dallas, TX
• 2014-11-13 → 2016-08-18
  Weaver Wealth Management
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-20

Designations

• Chartered Financial Analyst

Other Names

• David Benjamin Segal