David Kuzia, financial advisor Highlands Ranch CO

David Kuzia

CRD 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.

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Company Name Location Dates Years
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
Contact Info for David T. Kuzia
Phone Number: 719-488-9956
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    3,259
    MILLIONS
  • Total Number of Accounts
    1,532
    ACCOUNTS
  • Average Account Value
    $2,127,335
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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