David Rath (CRD# 5058213) is an Investment Advisor Representative working at Continuum Wealth Advisors, LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Continuum Wealth Advisors, LLC | Burnt Hills, NY | Jan 2021 - Current | 3 |
| Bouchey Financial Group | Saratoga Springs, NY | Jan 2019 - Dec 2020 | 1 |
| Wealth Advisory Group | Latham, NY | Jan 2018 - Dec 2018 | < 1 |
| Unemployed | Burnt Hills, NY | Aug 2017 - Jan 2018 | < 1 |
| Northwestern Mutual Investment Services, LLC | Albany, NY | Mar 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- NY
-
Total Assets Under Management207MILLIONS
-
Total Number of Accounts744ACCOUNTS
-
Average Account Value$278,331
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.