DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

D•••• L•••• F•••••••••

C•••••••• F•••••••• P•••••••independent RIARadnor, PaIA-onlyIAPD 1927550

Feed of 09/14/2026

Also filed as Dave F•••••••••

At current firm

8 y

since Sep 25, 2017

In the industry

37 y

since Apr 7, 1989 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Partner, Investment Advisor Representativereportedcvfpartners.comfirm site, Sep 15, 2026
Founder: “Dave is the Co-Founder and Principal of C•••••••• F•••••••• P••••••• and has worked in the financial service field since 1989.”reportedcvfpartners.comthe sentence on the bio page
Partner or owner: “Managing Partner, Investment Advisor Representative”reportedcvfpartners.comthe sentence on the bio page
Years, as the firm states: 30reportedcvfpartners.com“With over 30 years of experience working with Business Owners, Executives and High Net Worth Families, he brings particular expertise in Investment Management, Portfolio Design, Business Succession Planning, Estate Planning,”
Business email: davidf@cvfpartners.comreportedcvfpartners.comfirm site, Sep 15, 2026
Business email: david@cvfpartners.comreportedcvfpartners.comfirm site, Sep 15, 2026
Direct business phone: 610-293-9211reportedcvfpartners.comfirm site, Sep 15, 2026
Professional profile: cvfpartners.com/team/david-fitzgeraldreportedcvfpartners.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C•••••••• F•••••••• P••••••• independent RIA current
since Sep 25, 2017 · Radnor, Pa
T•• W•••••• A••••••• G••••• L•• former
Apr 28, 2006 to Dec 6, 2018 · Wayne, Pa
T•• W•••••• A••••••• G••••• L•• former
Nov 6, 2002 to Dec 31, 2005 · Wayne, Pa
F•• S••••••••• C••••••••• former
Oct 29, 1996 to Aug 24, 2010 · Blue Bell, Pa

Moves

a registration end followed by a registration begin elsewhere

T•• W•••••• A••••••• G••••• L•• to C•••••••• F•••••••• P•••••••
left Dec 6, 2018, registered Sep 25, 2017 (-437 days) · Other
F•• S••••••••• C••••••••• to T•• W•••••• A••••••• G••••• L••
left Aug 24, 2010, registered Nov 6, 2002 (-2848 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 37derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address