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David Trosko
David Trosko, PFS
Financial Advisor
Vice President - Wealth Management
1650 Tysons Blvd
10th Floor
McLean , VA 22102
tel: 703-394-1963
toll free: 800-336-0156
fax: 703-356-6492
Email Me
Welcome Associations Education Services Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Associations
  • Loudoun County Chamber of Commerce
    Board and Executive Committee Member
    Vice President - Small Business Committee
  • Cub Scout Volunteer
  • Boy's Basketball Coach - Seneca Ridge River Bend Basketball League
  • Past Board Member - Treasury Management Association
Education and Licensing
  • Personal Financial Specialist Designation, 2006
  • Executive MBA, 1994
    George Mason University
  • B.S. - Accounting, 1976
    Robert Morris College
  • Certified Public Accountant, 1981
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health, and Annuity Insurance Licensed
Services
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Wealth Management
  • Asset Management
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Education Planning
  • Exchange Traded Funds
  • Corporate Retirement Plans
  • 401k Rollovers
  • Insurance Services
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
  • 1997 - 2006: Legg Mason
    Financial Advisor
  • 1986 - 1997: The Acacia Group
    Treasurer and Controller
  • 1983 - 1986: The BDM Corporation
    Director of Treasury Operations
  • 1978 - 1983: GEICO Corporation
    Auditor and Financial Reporting Accountant
Bulletin Board
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
David Trosko is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, MA, MD, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

Retirement Standard: Beneficiary Review (pdf)

The Citi PULSE Monitor - Market Outlook (pdf)
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