Donald Kohnstamm
Donald Kohnstamm is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Buffalo, NY, with 57 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3635 Genesee Str Ste 200, Buffalo, NY, 14225
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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
Donald is an insurance agent selling various insurance products, including life, disability, annuities, and long-term care, dedicating about 60 hours per week to this activity. He is also the President/Owner of Desmon & Kohnstamm, Inc., an insurance business, and sells life settlements through Welcome Funds, Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Sg Equities CorporationBroker
Investment Distributors INC.Broker
Cna Investor Services, INC.Broker
Cna Investor Services, INC.Broker
State Registrations10 states
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