David Edward Debrot
Investment adviser representative at Kintra Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Kintra Wealth, LLCMar 2026 to now
- Mutual Securities, Inc.Mar 2026 to now
- Commonwealth Financial NetworkNov 2024 to Mar 2026
- Loring Advisory GroupNov 2024 to Mar 2026
- Edward JonesJan 2014 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (RI).
Kintra Wealth, LLC
$1.5BAssets managed
2,914Clients
39Advisers
7 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
- 6281830
- Firm CRD
- 299407