David
Szafranski

Edgewater Pro Sports Financial

CRD#2284626
Investment Advisor
in Avon, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Szafranski is a financial advisor based in Avon, Ohio, working with Edgewater Pro Sports Financial. David has previously held positions at Raymond James Financial Services, Henson-Edgewater Management, LLC, Independent Insurance Agent, Edgewater Pro Sports Financial, Raymond James Financial Services Advisors, Inc, Edgewater Investment Group, Extemporaneous Television, Extemporaneous Radio, Niagara International Capital Limited, and Chalice Capital Partners, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, David is part of Edgewater Pro Sports Financial, which operates out of Avon, Ohio. The firm has one employee and manages assets totaling $151.0 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Edgewater Pro Sports Financial includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

36855 American Way, Suite F
Avon, OH 44011

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Edgewater Pro Sports Financial Brokerage Details

Total Assets Under Management

$150,966,607

OH Average: $2,106,341,625
Total Number of Employees

1

OH Average: 34
Total Number of Accounts

560

OH Average: 1,972
Average Account Size

$269,583

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

David Szafranski Work History

2018 - Present (7 years)

Chalice Capital Partners, LLC

2017 - Present (8 years)

Niagara International Capital Limited

2011 - Present (14 years)

Edgewater Investment Group

2011 - Present (14 years)

Extemporaneous Television

2011 - Present (14 years)

Extemporaneous Radio

2009 - Present (16 years)

Raymond James Financial Services Advisors, Inc

2005 - Present (20 years)

Henson-Edgewater Management, LLC

2005 - Present (20 years)

Independent Insurance Agent

2005 - Present (20 years)

Edgewater Pro Sports Financial

2003 - 2017 (14 years)

Raymond James Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Szafranski 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 Edgewater Pro Sports Financial

David Szafranski
Avon, OH

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started