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David Lawrence Kanen

KANEN WEALTH MANAGEMENT LLC·COCONUT CREEK, Florida
SIE, Series 6, Series 7, Series 24, Series 63, Series 6516 years registeredKANEN WEALTH MANAGEMENT LLC
6810 LYONS TECHNOLOGY CIRCLE, COCONUT CREEK, FL 33073CRD# 1807794Firm CRD# 282746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lawrence Kanen · COCONUT CREEK, FL
Registration
CRD #1807794 · KANEN WEALTH MANAGEMENT LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

KANEN WEALTH MANAGEMENT LLC
Mar 2016 – present
AEGIS CAPITAL CORP.
Dec 2012 – Aug 2016
BOCA RATON, FL
WFG ADVISORS, LP
Mar 2011 – Nov 2012
SMITHTOWN, NY
FMSI ADVISERS
Feb 2010 – Mar 2011
SMITHTOWN, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 3, 2010
Years registered · 16
03

Disclosure History

2024Regulatory·Final
2009Customer Dispute·Denied
2003Customer Dispute·Denied
1998Customer Dispute·Closed-No Action

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
KANEN WEALTH MANAGEMENT LLC
CRD 282746 · SEC 801-116998
AUM
$292M
Regulatory assets under management
Employees
5
454 client accounts
Services offered by KANEN WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at KANEN WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does David Lawrence Kanen offer?
David Lawrence Kanen specializes in Investment Management, Retirement Planning. Contact their office in COCONUT CREEK, Florida for a consultation.
What are David Lawrence Kanen's credentials?
David Lawrence Kanen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lawrence Kanen located?
David Lawrence Kanen is based in COCONUT CREEK, Florida, working with KANEN WEALTH MANAGEMENT LLC. Their office serves clients in the COCONUT CREEK metropolitan area and surrounding communities.
How does David Lawrence Kanen charge for services?
David Lawrence Kanen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KANEN WEALTH MANAGEMENT LLC?
KANEN WEALTH MANAGEMENT LLC has approximately 5 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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