David
Liska
Kaufman Rossin Wealth, LLC
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About this Advisor
David Liska is a financial advisor who works out of Fort Lauderdale, Florida with 3 years of industry experience. Liska is currently employed by Kaufman Rossin Wealth, LLC. Over the course of their career, Liska has held roles at Suntrust Advisory Services, Pieces Of Peace, LLC, Kaufman, Rossin & Co, Kr Financial Services, LLC Dba Kaufman Rossin Insurance Services, Innovation Partners, LLC, Kaufman Rossin Wealth, LLC, Suntrust Investment Services, Inc and Jpmorgan Securities LLC. Liska maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Florida. Kaufman Rossin Wealth, LLC is an advisory company based out of Miami, FL. It has offices in three locations and just five financial advisors. It controls $184 million in total assets across its 315 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 315 accounts, 45% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Kaufman Rossin Wealth, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely are based on the financial services. However, fees billed by Kaufman Rossin Wealth, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kaufman Rossin Wealth, LLC Brokerage Details
$183,643,813
5
315
$582,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Liska Work History
David has been registered as a financial advisor for 3 years.*
Innovation Partners, LLC
Pieces Of Peace, LLC
Kaufman, Rossin & Co
Kr Financial Services, LLC Dba Kaufman Rossin Insurance Services
Kaufman Rossin Wealth, LLC
Jpmorgan Securities LLC
Suntrust Advisory Services
Suntrust Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Liska 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
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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