Unclaimed Profile

David Alan Fontaine

BRAVER WEALTH MANAGEMENT, LLC·NEEDHAM, Massachusetts

Series 7, Series 24, Series 66Clean record25 years registeredBRAVER WEALTH MANAGEMENT, LLC

117 KENDRICK STREET, NEEDHAM, MA 02494CRD# 4236276Firm CRD# 104747

Profile Verification

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

Identity

David Alan Fontaine · NEEDHAM, MA

Registration

CRD #4236276 · BRAVER WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

RWA WEALTH PARTNERS

Feb 2017 – present

BRAVER WEALTH MANAGEMENT, LLC

Jul 2009 – Feb 2017

NEEDHAM, MA

CSSC INVESTMENT ADVISORY SERVICES, INC.

Jan 2001 – Jul 2009

PROVIDENCE, RI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · January 5, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRAVER WEALTH MANAGEMENT, LLC

CRD 104747 · SEC 801-26501

AUM

$875M

Regulatory assets under management

Employees

2,609 client accounts

Services offered by BRAVER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRAVER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Alan Fontaine offer?

David Alan Fontaine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are David Alan Fontaine's credentials?

David Alan Fontaine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Alan Fontaine located?

David Alan Fontaine is based in NEEDHAM, Massachusetts, working with BRAVER WEALTH MANAGEMENT, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.

How does David Alan Fontaine charge for services?

David Alan Fontaine's firm is compensated through percentage of aum, hourly charges, other: model provider fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRAVER WEALTH MANAGEMENT, LLC?

BRAVER WEALTH MANAGEMENT, LLC has approximately 21 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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