DK
David S. Kovalenko
DG WEALTH
VENICE, FL 34285
Some features on this profile are disabled
CRD#: 7867541
DK
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.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David Sergeyevich Kovalenko's 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®
NoneExperience
Current
February 16, 2024 - Present
DG WEALTH
Office #1: 333 Tamiami Trail S Suite 221, Venice, FL 34285RIA
CRD#: 325150
VENICE, FL
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(2/16/2024)
Current Firm
DW
DG WEALTH
DG WEALTH | DG WEALTH LLC
CRD#: 325150 / SEC#:
Florida
Registered Investment Advisory firm - (9/29/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
333 Tamiami Trail S Suite 221, Venice, FL 34285
Mailing Address
Phone number
(941) 584-3320
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 6,106,912 |
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.
