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David Jonathan Rath

CONTINUUM WEALTH ADVISORS, LLC·SARATOGA SPRINGS, New York
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18 DIVISION ST., SARATOGA SPRINGS, NY 12866CRD# 5058213Firm CRD# 152895
01

About

David Jonathan Rath is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with CONTINUUM WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONTINUUM WEALTH ADVISORS, LLC
CONTINUUM WEALTH ADVISORS, LLC
AUM
$207M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CONTINUUM WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5058213
Firm CRD# 152895
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Jonathan Rath offer?
David Jonathan Rath specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are David Jonathan Rath's credentials?
David Jonathan Rath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jonathan Rath located?
David Jonathan Rath is based in SARATOGA SPRINGS, New York, working with CONTINUUM WEALTH ADVISORS, LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does David Jonathan Rath charge for services?
David Jonathan Rath'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 CONTINUUM WEALTH ADVISORS, LLC?
CONTINUUM WEALTH ADVISORS, LLC has approximately 5 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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