Unclaimed Profile

David Bruce Kantor

PRUDENT MANAGEMENT ASSOCIATES·PHILADELPHIA, Pennsylvania

Series 7, Series 24, Series 65Clean record15 years registeredPRUDENT MANAGEMENT ASSOCIATES

2001 MARKET STREET, PHILADELPHIA, PA 19103CRD# 2714486Firm CRD# 16691

Profile Verification

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

Identity

David Bruce Kantor · PHILADELPHIA, PA

Registration

CRD #2714486 · PRUDENT MANAGEMENT ASSOCIATES · 15 years registered

Brand Profile

Not yet started

Career History

SANTA FE ADVISORS LLC

Apr 2014 – present

FIRST SANTA FE ADVISORS, LLC

Dec 2010 – Dec 2014

SANTA FE, NM

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 65

Registration record

First registered · December 13, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRUDENT MANAGEMENT ASSOCIATES

CRD 16691 · SEC 801-20018

AUM

$1.1B

Regulatory assets under management

Employees

630 client accounts

Services offered by PRUDENT MANAGEMENT ASSOCIATES

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRUDENT MANAGEMENT ASSOCIATES →

Introduction

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Frequently Asked Questions

What services does David Bruce Kantor offer?

David Bruce Kantor specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are David Bruce Kantor's credentials?

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

Where is David Bruce Kantor located?

David Bruce Kantor is based in PHILADELPHIA, Pennsylvania, working with PRUDENT MANAGEMENT ASSOCIATES. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does David Bruce Kantor charge for services?

David Bruce Kantor'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 PRUDENT MANAGEMENT ASSOCIATES?

PRUDENT MANAGEMENT ASSOCIATES has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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