Davi Kutner

APRIO WEALTH MANAGEMENT

Atlanta, GA 30319

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CRD#: 4315213

Professional summary

Davi Kutner, CFP® is a registered financial advisor currently at APRIO WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.

Davi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Davi has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. HILLELS OF GEORGIA, ATLANTA, GA; NON INVESTMENT-RELATED; COMMITTEE MEMBER OF THE ENDOWMENT COMMITTEE; 2019 TO PRESENT; 1 HR/QUARTER WITH 0 HOURS DURING TRADING HOURS 2. APRIO RISK MANAGEMENT, AGENT INSURANCE 2002 SUMMIT BLVD, STE 120 ATLANTA GA 30319 ON AN AS NEEDED BASIS; INVESTMENT RELATED: NO 3. ATLANTA JEWISH ACADEMY; NOT INVESTMENT-RELATED; ATLANTA, GA; BOARD OF TRUSTEES MEMBER; STARTED 8/2020; APPROXIMATELY 6 HRS/MO OUTSIDE TRADING HOURS 4. APRIO, LLP POSITION: EMPLOYEE/PARTNER, NATURE: CPA FIRM, INVESTMENT RELATED: NO, NUMBER OF HOURS: 220, SECURITIES TRADING HOURS: 160, START DATE: 07/2015, ADDRESS: ATLANTA, GA, DESCRIPTION: CPA, SPEAKING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Davi Kutner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

July 31, 2015 - Present

APRIO WEALTH MANAGEMENT, LLC

Office #1: 2002 Summit Boulevard Suite 120, Atlanta, GA 30319

RIA

CRD#: 127333

Atlanta, GA

Past

July 31, 2015 - January 22, 2018

APRIO STRATEGIC PARTNERS, LLC

CRD#: 112766

ATLANTA, GA

Past

August 8, 2007 - August 6, 2015

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ATLANTA, GA

Past

July 16, 2007 - December 6, 2011

GV FINANCIAL ADVISORS, INC.

RIA

CRD#: 112118

ATLANTA, GA

Past

July 16, 2007 - July 30, 2015

JOYN ADVISORS, INC.

RIA

CRD#: 106725

ATLANTA, GA

Past

January 1, 2006 - August 6, 2015

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ATLANTA, GA

Past

March 3, 2004 - November 10, 2005

ALLIED CONSULTING GROUP

RIA

CRD#: 113535

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/26/2015)

IAR

Georgia
(9/15/2015)

IAR

Texas
(4/3/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/29/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/2/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2005

General Securities Representative Examination

Current Firm

APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC | TEGRA FINANCIAL PARTNERS | HA&W WEALTH MANAGEMENT, LLC

CRD#: 127333 / SEC#: 801-63326

RIA

Registered Investment Advisory firm - (7/9/2004 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2004 Terminated)

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Contact information

Main Address

2002 Summit Boulevard Suite 120, Atlanta, GA 30319

Mailing Address

Phone number

(404) 892-9651

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APRIO WEALTH MANAGEMENT FORM ADV PART 2A (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,269
AUM (Assets Under Management)	$ 2,635,136,991

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Davi Kutner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Davi Kutner's CRS (Customer Relationship Summary).

Certified licenses

Experience

APRIO STRATEGIC PARTNERS, LLC

SECURIAN FINANCIAL SERVICES, INC.

GV FINANCIAL ADVISORS, INC.

JOYN ADVISORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

ALLIED CONSULTING GROUP

Primary Firm SEC Registration

APRIO WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/29/2005

Series 65

Date: 2/2/2004

SIE

Date: 1/22/2018

Series 7

Date: 12/23/2005

Current Firm

APRIO WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APRIO WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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