David Szafranski is a registered investment advisor, based in Avon, OH, with 33 years of industry experience.
Location
36855 American Way, Suite F, Avon, OH, 44011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the owner of Edgewater Investment Group and Financial Strategies by David A. Szafranski, and an advisor at Edgewater Pro Sports Financial. He is also an independent insurance agent and participates in various radio and podcast programs, dedicating about 10-20% of his time to Edgewater Pro Sports Financial.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
Edgewater Pro Sports Financial
Previous Registrations
Niagara International Capital LimitedBroker
Raymond James Financial Services Advisors, INC
Henson-Edgewater Management, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Family Wealth Counselors, INC. (not "waelth")
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.