David Sergeyevich Kovalenko
Professional Summary
David Sergeyevich Kovalenko is a registered financial advisor currently at DG WEALTH located in Venice, Florida. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Videos & Posts
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Contact Information
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Disclosures on record.
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
DG WEALTH | DG WEALTH LLC
Contact Information
Main Address
333 Tamiami Trail S Suite 221, Venice, FL 34285Phone Number
(941) 584-3320# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
60AUM (Assets Under Management)
$10,410,000Similar Advisors
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
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.
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(2/16/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view David Sergeyevich Kovalenko's CRS (Customer Relationship Summary).
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
