David Wolf
David Wolf is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Buffalo, NY, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1207 Delaware Avenue, Suite 108, Buffalo, NY, 14209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner of Excelsior Financial, a support company/DBA, and spends a few hours per week on it. He also serves as an officer and board member for the Saturn Club, a non-profit city club, and owns a rental real estate property, dedicating a few hours per week to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations23 states
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