David A. Fuhrman

KENSINGTON FINANCIAL ADVISORS LLC

ROSELAND, NJ 07068

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CRD#: 4491064

Professional summary

David A. Fuhrman, CFP® is a registered financial advisor currently at KENSINGTON FINANCIAL ADVISORS LLC located in Roseland, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 5 firms and has passed the Series 66, Series 63 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.

David Fuhrman has been a director of Bush Refrigeration Inc., 1700 Admiral Wilson Boulevard, Camden, NJ 08109, and related business entities since 2012. Bush Refrigeration Inc. is a nationwide distributor of commercial refrigeration equipment and is not investment-related. He devotes approximately 15 hours per month to this other business activity, mostly outside of securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David A. Fuhrman'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: 2006

Experience

Current

November 30, 2007 - Present

KENSINGTON FINANCIAL ADVISORS LLC

Office #1: 101 Eisenhower Parkway Suite 300, Roseland, NJ 07068

RIA

CRD#: 136346

ROSELAND, NJ

Past

March 29, 2004 - February 17, 2005

NRP FINANCIAL, INC.

RIA

CRD#: 103717

FT. WASHINGTON, PA

Past

March 26, 2004 - November 27, 2007

NRP FINANCIAL, INC.

CRD#: 103717

FT. WASHINGTON, PA

Past

August 1, 2003 - April 1, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

October 29, 2002 - November 26, 2007

FUHRMAN MANAGEMENT ASSOCIATES, INC.

RIA

CRD#: 121193

FORT WASHINGTON, PA

Past

April 15, 2002 - July 23, 2003

NATHAN & LEWIS SECURITIES, INC.

RIA

CRD#: 8503

FT. WASHINGTON, PA

Past

January 9, 2002 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

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".

KENSINGTON FINANCIAL ADVISORS LLC

FIG TREE WEALTH MANAGEMENT | NATIONAL WEALTH MANAGEMENT, LLC | KENSINGTON FINANCIAL ADVISORS LLC

CRD#: 136346 / SEC#: 801-64526

RIA

Registered Investment Advisory firm - (7/29/2005 Approved)

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

New Jersey
(11/30/2007)

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

IAR

Series 66

Date: 10/24/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/8/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/8/2002

General Securities Representative Examination

Current Firm

KENSINGTON FINANCIAL ADVISORS LLC

FIG TREE WEALTH MANAGEMENT | NATIONAL WEALTH MANAGEMENT, LLC | KENSINGTON FINANCIAL ADVISORS LLC

CRD#: 136346 / SEC#: 801-64526

RIA

Registered Investment Advisory firm - (7/29/2005 Approved)

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Contact information

Main Address

101 Eisenhower Parkway Suite 300, Roseland, NJ 07068

Mailing Address

Phone number

(201) 201-0439

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KENSINGTON FINANCIAL ADVISORS LLC (2/5/2025)

Regulatory assets under management

Total Number of Accounts	343
AUM (Assets Under Management)	$ 139,962,624

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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David A. Fuhrman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David A. Fuhrman's CRS (Customer Relationship Summary).

Certified licenses

Experience

NRP FINANCIAL, INC.

NRP FINANCIAL, INC.

WALNUT STREET SECURITIES, INC.

FUHRMAN MANAGEMENT ASSOCIATES, INC.

NATHAN & LEWIS SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

Primary Firm SEC Registration

KENSINGTON FINANCIAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/24/2002

Series 63

Date: 1/8/2002

Series 7

Date: 1/8/2002

Current Firm

KENSINGTON FINANCIAL ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KENSINGTON FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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