Unclaimed Profile

David Thomas Albaneze

BDO WEALTH ADVISORS, LLC·JACKSONVILLE, Florida

Series 1, Series 2, Series 3, Series 5, Series 7, Series 63, Series 65Clean record33 years registeredBDO WEALTH ADVISORS, LLC

501 RIVERSIDE AVENUE, JACKSONVILLE, FL 32202CRD# 708697Firm CRD# 222525

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Thomas Albaneze · JACKSONVILLE, FL

Registration

CRD #708697 · BDO WEALTH ADVISORS, LLC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BDO WEALTH ADVISORS, LLC

BDO WEALTH ADVISORS, LLC

Apr 2017 – May 2022

JACKSONVILLE, FL

LBA WEALTH MANAGEMENT, LLC

Nov 2008 – May 2017

JACKSONVILLE, FL

ST JOHNS WEALTH MANAGEMENT

Jan 1993 – Oct 2008

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

Series 1

Series 2

Series 3

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · January 4, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BDO WEALTH ADVISORS, LLC

CRD 222525 · SEC 801-108306

AUM

$3.0B

Regulatory assets under management

Employees

4,125 client accounts

Services offered by BDO WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BDO WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Thomas Albaneze offer?

David Thomas Albaneze specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with BDO WEALTH ADVISORS, LLC.

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.

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