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David Edward Debrot

David E. Debrot

KINTRA WEALTH
Greenville, RI 02828
Some features on this profile are disabled
CRD#: 6281830
David Edward Debrot

Professional summary

David Edward Debrot, who also goes by David Edward Debrot, is a registered financial advisor currently at KINTRA WEALTH, LLC located in Greenville, Rhode Island and MUTUAL SECURITIES, INC. located in Greenville, Rhode Island.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Edward Debrot

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Edward Debrot'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®
None

Experience

Current

March 17, 2026 - Present

KINTRA WEALTH, LLC

Office #1: 600 Putnam Pike, Suite 4, Greenville, RI 02828
RIA
CRD#: 299407
Greenville, RI
Current

March 4, 2026 - Present

MUTUAL SECURITIES, INC.

Office #1: 600 Putnam Pike Ste. 4, Greenville, RI 02828
BD
CRD#: 13092
Greenville, RI
Past

November 15, 2024 - March 4, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
GREENVILLE, RI
Past

November 15, 2024 - March 4, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
GREENVILLE, RI
Past

April 28, 2014 - November 19, 2024

EDWARD JONES

RIA
CRD#: 250
Campbellsville, KY
Past

February 10, 2014 - November 19, 2024

EDWARD JONES

BD
CRD#: 250
Campbellsville, KY

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".
KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA
Registered Investment Advisory firm - (1/28/2019 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Rhode Island
(3/4/2026)
IAR
Rhode Island
(3/17/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/28/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/10/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701
Mailing Address
Phone number
(570) 601-6960
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026 KINTRA FORM ADV PART 2A V1 (2/12/2026)

Regulatory assets under management

Total Number of Accounts1,424
AUM (Assets Under Management)$ 460,941,125

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.

Company Information

KINTRA WEALTH, LLC

CRD#: 299407Greenville, RI 02828

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Contact information

(xxx) xxx-xxxx

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