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David George Szabo

Investment adviser representative at Wealth Pro Advisors, Inc.
6 yearsExperience
1 stateRegistered in
$317.5MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

6 years in the industry.

  1. Wealth Pro Advisors, Inc.Nov 2019 to now
  2. Apw Capital Formerly Comprehensive Asset Mgmt & Servicing, Inc.Apr 2014 to now
  3. Wealth Pro Advisors, Inc. Pka "wealth Protection, Inc."Mar 2014 to now
  4. Truvestments Capital, LLCMar 2019 to Feb 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2002
  • Series 63 · Uniform Securities Agent State Law2003

State registrations

Registered as an investment adviser representative in 1 state (FL).

Wealth Pro Advisors, Inc.

$317.5MAssets managed
212Clients
2Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4485632
Firm CRD
169266
Advisor's SEC record (opens in a new tab)
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