David Kanter, financial advisor North Bethesda MD

David Kanter

CRD Number: 3122894
Current Firm: Burt Wealth Advisors

David Kanter (CRD# 3122894) is an Investment Advisor Representative working at Burt Wealth Advisors in North Bethesda, MD and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Burt Associates, Incorporated North Bethesda, MD Apr 2010 - Current 13
Kanter & Wishnow, Chartered Bethesda, MD Apr 1975 - Current 48
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for David M. Kanter
Phone Number: 301-770-9880
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    739
    MILLIONS
  • Total Number of Accounts
    1,258
    ACCOUNTS
  • Average Account Value
    $587,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, DC, FL, GA, LA, MA, MD, NC, NE, NY, OR, PA, TX, VA

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