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Davie Kaplan Wealth Care Advisors, LLC financial advisors
Every SEC-registered investment adviser representative at Davie Kaplan Wealth Care Advisors, LLC, by the state and city of the office they work from.
The short answer
15 registered advisors work at Davie Kaplan Wealth Care Advisors, LLC, in 1 state and 1 city; the most are in Rochester, NY (15). 3 list the CFP designation and 15 are also registered broker representatives.
Search every Davie Kaplan Wealth Care Advisors, LLC advisor by name →Who joined and left Davie Kaplan Wealth Care Advisors, LLC →
Cities with the most Davie Kaplan Wealth Care Advisors, LLC advisors
Davie Kaplan Wealth Care Advisors, LLC advisors by state
Questions
How many financial advisors does Davie Kaplan Wealth Care Advisors, LLC have?
15 investment adviser representatives are registered with Davie Kaplan Wealth Care Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 3 list the CFP designation and 15 are also registered as broker representatives.
Where does Davie Kaplan Wealth Care Advisors, LLC have the most advisors?
Rochester, NY, with 15 registered advisors. By state, New York has the most, with 15.
How do I find a Davie Kaplan Wealth Care Advisors, LLC financial advisor near me?
Pick your state below, then your city, to see every Davie Kaplan Wealth Care Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Davie Kaplan Wealth Care Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →