Advisor at North Scottsdale Wealth Advisors, LLC
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Firm
North Scottsdale Wealth Advisors, LLC
Location
Scottsdale, AZ 85262
Credentials
Series 63, Series 65
Industry experience
31 years
David Kahn is a financial advisor at North Scottsdale Wealth Advisors, LLC with 31 years of industry experience. He has held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co., Incorporated, and Morgan Stanley Private Bank before founding his current firm in 2016. North Scottsdale Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities through discretionary asset management within a wrap comprehensive portfolio management program. The firm emphasizes fixed-income strategies combined with equity and ETF exposures, utilizing a mix of fundamental, quantitative, cyclical, technical, and top-down/bottom-up analysis, and offers only wrap fee accounts as both program sponsor and manager.
Up to 1.00% annually, billed quarterly in advance on a pro-rata basis, negotiable
10045 East Dynamite Boulevard, Suite F225
Scottsdale, AZ 85262
Arizona · Texas
North Scottsdale Wealth Advisors, LLC
2016 - Present (10 years)
Morgan Stanley Private Bank, National Association
2015 - 2016 (1 year)
Morgan Stanley Smith Barney
2009 - 2016 (7 years)
Morgan Stanley & Co., Incorporated
2007 - 2016 (9 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
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