AdvisorOS Directory
Claim Profile
DA

David Thomas Albaneze

BDO WEALTH ADVISORS, LLC·JACKSONVILLE, Florida
Unclaimed Profile
501 RIVERSIDE AVENUE, JACKSONVILLE, FL 32202CRD# 708697Firm CRD# 222525
01

About

David Thomas Albaneze is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with BDO WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BDO WEALTH ADVISORS, LLC
BDO WEALTH ADVISORS, LLC
AUM
$3.0B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at BDO WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ADVISED ASSETS
Regulatory
SEC/IARD CRD# 708697
Firm CRD# 222525
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSONVILLE?

Browse all registered financial advisors in JACKSONVILLE, Florida or claim this profile if it's yours.

Browse JACKSONVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Thomas Albaneze offer?
David Thomas Albaneze specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are David Thomas Albaneze's credentials?
David Thomas Albaneze is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Thomas Albaneze located?
David Thomas Albaneze is based in JACKSONVILLE, Florida, working with BDO WEALTH ADVISORS, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does David Thomas Albaneze charge for services?
David Thomas Albaneze's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of advised assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BDO WEALTH ADVISORS, LLC?
BDO WEALTH ADVISORS, LLC has approximately 43 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in JACKSONVILLE
Michael Dean Thomas — WMD ASSET MANAGEMENT, LLCMatthew Brian Bishop — BULL & BEAR CAPITAL ADVISORS, LLCMatthew Boyd Cochran — LBA WEALTH MANAGEMENT, LLCRichard Freeman Kraner — BDO WEALTH ADVISORS, LLCGilchrist Baker Berg — CHALLEN ASSET MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile