David Kahn
David Kahn is a registered investment advisor at North Scottsdale Wealth Advisors, LLC, based in Scottsdale, AZ, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
North Scottsdale Wealth Advisors offers investment management through wrap fee accounts. The fees are negotiable but will not exceed 1% annually, billed quarterly in advance based on the account value at the end of the previous quarter. These fees do not include third-party charges like mutual fund fees or brokerage account taxes.
Location
10045 East Dynamite Boulevard, Suite F225, Scottsdale, AZ, 85262
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Regulatory History (1)
Customer Dispute
January 2005Employment History
Current Registrations
North Scottsdale Wealth Advisors, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.