David Kanen (CRD# 1807794) is an Investment Advisor Representative working at Kanen Wealth Management LLC in Coral Springs, FL and has over 36 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kanen Wealth Management LLC | Coral Springs, FL | Feb 2016 - Current | 8 |
| Aegis Capital Corp | Boca Raton, FL | Jun 2015 - Jul 2016 | 1 |
| Aegis Capital Corp | Hauppauge, NY | Nov 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1988 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- FL
- NY
- PA
- TX
- VA
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Total Assets Under Management292MILLIONS
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Total Number of Accounts454ACCOUNTS
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Average Account Value$644,253
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
CA, CO, CT, FL, NY, PA, TX, VA
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