David Jonathan Rath
Investment adviser representative at Continuum Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$345.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Continuum Wealth Advisors, LLCJan 2021 to now
- Bouchey Financial GroupJan 2019 to Dec 2020
- Wealth Advisory GroupJan 2018 to Dec 2018
- UnemployedAug 2017 to Jan 2018
- Northwestern Mutual Investment Services, LLCMar 2012 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Continuum Wealth Advisors, LLC
$345.6MAssets managed
328Clients
6Advisers
16 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
- 5058213
- Firm CRD
- 152895