David Kauffman, financial advisor Boston MA

David Kauffman

CRD Number: 2188590
Current Firm: Cw Advisors, LLC

David Kauffman (CRD# 2188590) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 32 years of experience in the finance industry. David Kauffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Congress Wealth Management LLC Columbia, MD May 2021 - Current 2
Pinnacle Advisory Group, Inc. Columbia, MD Jan 2007 - May 2021 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S66 NASAA Uniform Combined State Law Examination Mar 2001
Contact Info for David B. Kauffman
Phone Number: (617) 428-7600
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    6,920
    MILLIONS
  • Total Number of Accounts
    9,978
    ACCOUNTS
  • Average Account Value
    $693,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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