David Lee Blitz
Investment adviser representative at Kingsbury Capital Investment Advisors LLC
7 yearsExperience
1 stateRegistered in
$162MFirm assets
6 yearsFirm in business
Are you David Lee Blitz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Kingsbury Capital Investment Advisors, LLCJul 2017 to now
- Cabot Lodge Securities LLCJan 2020 to Jun 2023
- Kingsbury Capital, Inc.May 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Kingsbury Capital Investment Advisors LLC
$162MAssets managed
250Clients
4Advisers
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
- 6660755
- Firm CRD
- 145658