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David Allen Szafranski

HENSON-EDGEWATER MANAGEMENT, LLC·AVON, Ohio
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredHENSON-EDGEWATER MANAGEMENT, LLC
36855 AMERICAN WAY, SUITE F, AVON, OH 44011CRD# 2284626Firm CRD# 135316

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Allen Szafranski · AVON, OH
Registration
CRD #2284626 · HENSON-EDGEWATER MANAGEMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

EDGEWATER PRO SPORTS FINANCIAL
May 2012 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jan 2009 – Oct 2017
AVON, OH
HENSON-EDGEWATER MANAGEMENT, LLC
May 2005 – Dec 2010
AVON, OH
RAYMOND JAMES FINANCIAL SERVICES
Jan 2004 – Jan 2009
AVON, OH
FAMILY WEALTH COUNSELORS, INC. (NOT "WAELTH")
Feb 2003 – Nov 2004
CLEVELAND, OH
LINSCO/PRIVATE LEDGER CORP.
Oct 1999 – Jan 2004
CLEVELAND, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · October 18, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HENSON-EDGEWATER MANAGEMENT, LLC
CRD 135316 · SEC 801-120479
AUM
$151M
Regulatory assets under management
Employees
1
560 client accounts
Services offered by HENSON-EDGEWATER MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HENSON-EDGEWATER MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does David Allen Szafranski offer?
David Allen Szafranski specializes in Financial Planning, Investment Management. Contact their office in AVON, Ohio for a consultation.
What are David Allen Szafranski's credentials?
David Allen Szafranski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Allen Szafranski located?
David Allen Szafranski is based in AVON, Ohio, working with HENSON-EDGEWATER MANAGEMENT, LLC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does David Allen Szafranski charge for services?
David Allen Szafranski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HENSON-EDGEWATER MANAGEMENT, LLC?
HENSON-EDGEWATER MANAGEMENT, LLC has approximately 1 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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