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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Davie Kaplan Wealth Care Advisors, LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Davie Kaplan Wealth Care Advisors, LLC office in New York, by city and A to Z.

The short answer

15 registered advisors work at Davie Kaplan Wealth Care Advisors, LLC in New York, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Rochester (15). 3 list the CFP designation and 15 are also registered broker representatives.

Davie Kaplan Wealth Care Advisors, LLC advisors by city in New York

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Rochester 15

Davie Kaplan Wealth Care Advisors, LLC advisors in New York, A to Z

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Questions

How many Davie Kaplan Wealth Care Advisors, LLC financial advisors are in New York?

15 investment adviser representatives are registered at Davie Kaplan Wealth Care Advisors, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 3 list the CFP designation and 15 are also registered as broker representatives.

Where in New York does Davie Kaplan Wealth Care Advisors, LLC have the most advisors?

Rochester, with 15. Davie Kaplan Wealth Care Advisors, LLC has advisors in 1 city in New York.

How do I check a Davie Kaplan Wealth Care Advisors, LLC advisor in New York?

Each advisor below 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. Advisors are listed at the city of the Davie Kaplan Wealth Care Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.