Unclaimed Profile

David Stanley Kovach

KISTLER-TIFFANY COMPANIES, LLC·BERWYN, Pennsylvania

SIE, Series 7, Series 63ChFC18 years registeredKISTLER-TIFFANY COMPANIES, LLC

200 BERWYN PARK, BERWYN, PA 19312-1178CRD# 2069842Firm CRD# 145256

Profile Verification

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

Identity

David Stanley Kovach · BERWYN, PA

Registration

CRD #2069842 · KISTLER-TIFFANY COMPANIES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Sep 2023 – present

KISTLER-TIFFANY ADVISORS

Dec 2007 – Sep 2023

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · December 13, 2007

Years registered · 18

Professional designation · ChFC

Disclosure History

2014Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KISTLER-TIFFANY COMPANIES, LLC

CRD 145256 · SEC 801-68502

AUM

$992M

Regulatory assets under management

Employees

1,422 client accounts

Services offered by KISTLER-TIFFANY COMPANIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KISTLER-TIFFANY COMPANIES, LLC →

Introduction

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Frequently Asked Questions

What services does David Stanley Kovach offer?

David Stanley Kovach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.

What are David Stanley Kovach's credentials?

David Stanley Kovach holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Stanley Kovach located?

David Stanley Kovach is based in BERWYN, Pennsylvania, working with KISTLER-TIFFANY COMPANIES, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does David Stanley Kovach charge for services?

David Stanley Kovach's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KISTLER-TIFFANY COMPANIES, LLC?

KISTLER-TIFFANY COMPANIES, LLC has approximately 20 employees and manages $992M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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