Darin
Schatzman
Kaufman Rossin Wealth, LLC
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About this Advisor
Darin Schatzman is a financial advisor based in Miami, Florida, working with Kaufman Rossin Wealth, LLC. Darin has previously held positions at Gallagher Benefit Services, Nfp Securities, Inc, Triad Advisors, Kaufman Rossin Wealth, LLC, Lion Street Financial, Kaufman Rossin & Co, and Kr Financial Services, LLC Dba Kaufman Rossin Insurance Services. Darin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Darin is part of Kaufman Rossin Wealth, LLC, which operates out of Miami, Florida. The firm has 2 offices and 8 employees. The firm manages assets totaling $224.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Kaufman Rossin Wealth, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kaufman Rossin Wealth, LLC Brokerage Details
$224,771,494
8
373
$602,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Darin Schatzman Work History
Lion Street Financial
Kaufman Rossin Wealth, LLC
Kaufman Rossin & Co
Kr Financial Services, LLC Dba Kaufman Rossin Insurance Services
Triad Advisors
Nfp Securities, Inc
Gallagher Benefit Services
Disclosures
Please visit the SEC profile of Darin Schatzman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kaufman Rossin Wealth, LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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