David
Karr

Axa Advisors, LLC

CRD#1852445
Investment Advisor
in New York, NY
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About this Advisor

David Karr is an advisor located in New York, New York. Currently an investment advisor with Axa Advisors, LLC, they have gathered an impressive 30 years of experience in the financial advisory industry. Karr has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Karr is able to serve customers based out of Pennsylvania. Throughout their career, they have worked at Axa Advisors, LLC and Karr Barth Financial Planning, Inc. Axa Advisors, LLC is based out of New York, New York, and operates out of 844 additional brick-and-mortar locations in the nation. In total, Axa Advisors, LLC manages $15 billion in assets across 52,116 client accounts and retains more than 5,774 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 8,811 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 34% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Axa Advisors, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1290 Avenue Of The Americas
New York, NY 10104

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$14,671,064,923

NY Average: $7,464,549,021
Total Number of Employees

5,930

NY Average: 88
Total Number of Accounts

53,005

NY Average: 3,892
Average Account Size

$276,786

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

David Karr Work History

David has 30 years of experience.

2005 - Present (14 years)

Karr Barth Financial Planning, Inc

1988 - Present (31 years)

Axa Advisors, LLC

Disclosures

David Karr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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