David KanterCRD Number: 3122894
Current Firm: Burt Wealth Advisors
David Kanter (CRD# 3122894) is an Investment Advisor Representative working at Burt Wealth Advisors in Rockville, MD and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Burt Associates, Incorporated||Rockville, MD||Apr 2010 - Current||6|
|Kanter & Wishnow, Chartered||Chevy Chase, MD||Apr 1975 - Current||41|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management521MILLIONS
Total Number of Accounts1,006ACCOUNTS
Average Account Value$518,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DC, FL, LA, MD, NC, NE, OR, PA, TX, VA
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