David KuziaCRD Number: 2389596
Current Firm: Advisors Asset Management, Inc.
David Kuzia (CRD# 2389596) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Highlands Ranch, CO and has over 28 years of experience in the finance industry.
Schaefer Financial Management, Inc.
Schwab Private Client Investment Advisory, Inc.
|Advisors Asset Management, Inc.||Monument, CO||Jun 2019 - Current||2|
|Oppenheimerfunds Distributor, Inc.||Denver, CO||Jul 1996 - May 2019||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management3,259MILLIONS
Total Number of Accounts1,532ACCOUNTS
Average Account Value$2,127,335
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, VA, VT, WA, WI
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