David
Rath
Continuum Wealth Advisors, LLC
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About this Advisor
David Rath is a financial advisor based in Saratoga Springs, New York, working with Continuum Wealth Advisors, LLC. David has previously held positions at Wealth Advisory Group, Continuum Wealth Advisors, LLC, Bouchey Financial Group, and Northwestern Mutual Investment Services, LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, David is part of Continuum Wealth Advisors, LLC, which operates out of Saratoga Springs, New York. The firm has 5 employees and manages assets totaling $207.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Continuum Wealth Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Continuum Wealth Advisors, LLC Brokerage Details
$207,078,300
5
744
$278,331
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Rath Work History
Continuum Wealth Advisors, LLC
Bouchey Financial Group
Wealth Advisory Group
Northwestern Mutual Investment Services, LLC
Disclosures
Please visit the SEC profile of David Rath 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 Continuum Wealth Advisors, LLC
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
Saratoga Springs, NY
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