AdvisorOS Directory
Claim Profile
Unclaimed Profile
DD

David Anthony D'ambrosio

KARPUS MANAGEMENT INC·PITTSFORD, New York
Series 7, Series 9, Series 10, Series 63CFPClean record5 years registeredKARPUS MANAGEMENT INC
183 SULLY'S TRAIL, PITTSFORD, NY 14534CRD# 4056925Firm CRD# 110275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Anthony D'ambrosio · PITTSFORD, NY
Registration
CRD #4056925 · KARPUS MANAGEMENT INC · 5 years registered
Brand Profile
Not yet started
01

Career History

KARPUS INVESTMENT MANAGEMENT
Apr 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 9
Series 10
Series 63
Registration record
First registered · April 21, 2021
Years registered · 5
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
KARPUS MANAGEMENT INC
CRD 110275 · SEC 801-29607
AUM
$4.0B
Regulatory assets under management
Employees
38
2,208 client accounts
Services offered by KARPUS MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KARPUS MANAGEMENT INC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PITTSFORD?

Browse all registered financial advisors in PITTSFORD, New York or claim this profile if it's yours.

Browse PITTSFORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Anthony D'ambrosio offer?
David Anthony D'ambrosio specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PITTSFORD, New York for a consultation.
What are David Anthony D'ambrosio's credentials?
David Anthony D'ambrosio holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Anthony D'ambrosio located?
David Anthony D'ambrosio is based in PITTSFORD, New York, working with KARPUS MANAGEMENT INC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does David Anthony D'ambrosio charge for services?
David Anthony D'ambrosio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KARPUS MANAGEMENT INC?
KARPUS MANAGEMENT INC has approximately 38 employees and manages $4.0B 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 at KARPUS MANAGEMENT INC

Iii William Dostman
PITTSFORD, NY
CFP
Jodi Lee Hedberg
PITTSFORD, NY
George William Karpus
PITTSFORD, NY
Daniel Lee Lippincott
PITTSFORD, NY

More Advisors in PITTSFORD, New York

Michael Joseph Cudlipp
CUDLIPP ADVISOR SERVICES, LLC·PITTSFORD, NY
Michael Erminio Rizzolo
FLOWER CITY CAPITAL LLC·PITTSFORD, NY
CFPCFA
Candace Ann Shira
CROSS STAFF INVESTMENTS INC.·PITTSFORD, NY
CFP
Joseph Michael Grosodonia
LIGHTHOUSE & NEXUS CAPITAL HOMES, LLC·PITTSFORD, NY
Nancy Beth Kay
CROSS STAFF INVESTMENTS INC.·PITTSFORD, NY
Mary Anne Dejohn
GENERATION CAPITAL MANAGEMENT LLC·PITTSFORD, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)WHITE PLAINS (60)BROOKLYN (41)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile