David
Szabo
Wealth Pro Advisors, Inc
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About this Advisor
David Szabo is a financial advisor based in Sarasota, Florida, working with Wealth Pro Advisors, Inc. David has previously held positions at Wealth Pro Advisors, Inc Pka "Wealth Protection, Inc", Apw Capital Formerly Comprehensive Asset Mgmt & Servicing, Inc, Truvestments Capital, LLC, and Wealth Pro Advisors, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, David is part of Wealth Pro Advisors, Inc, which operates out of Sarasota, Florida. The firm has 4 employees and manages assets totaling $273.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Wealth Pro Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Wealth Pro Advisors, Inc Brokerage Details
$273,136,000
4
409
$667,814
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Szabo Work History
Wealth Pro Advisors, Inc
Wealth Pro Advisors, Inc Pka "Wealth Protection, Inc"
Apw Capital Formerly Comprehensive Asset Mgmt & Servicing, Inc
Truvestments Capital, LLC
Wealth Pro Advisors, Inc Pka "Wealth Protection, Inc"
Disclosures
Please visit the SEC profile of David Szabo 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 Wealth Pro Advisors, Inc
Sarasota, FL
Sarasota, 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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