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David S
Series 63, Series 65
Chantilly, VA
Pegasus Financial Group LLC
David Slupe is a financial advisor with Pegasus Financial Group LLC in Chantilly, VA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior work includes positions at Northwestern Mutual and roles at Aging Consultants Group and as a notary public. He is also involved as a director at Aging Consultants Group outside of his advisory work. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on customized portfolios primarily using low-cost, diversified mutual funds and ETFs with a fundamental, long-term investment approach.
Stephen M
Series 66
Chantilly, VA
Pegasus Financial Group LLC
Stephen Moss is a financial advisor at Pegasus Financial Group LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Capital Planning & Investments and The Strategic Financial Alliance, Inc. Outside of his advisory work, he owns a consulting business focused on aging-related services. Pegasus Financial Group serves individuals, estates, trusts, businesses, and retirement plans with discretionary portfolio management and financial planning. The firm emphasizes customized portfolios using low-cost, diversified mutual funds and ETFs, applying fundamental analysis with a long-term orientation and offers formal retirement-plan advisory services.
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