David Nicholas Khouri
Investment adviser representative at Wingate Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you David Nicholas Khouri? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Wingate Wealth Advisors, Inc.Jan 2024 to now
- Schwab Private Client Investment AdvisoryNov 2021 to Dec 2023
- Charles Schwab & Co., Inc.Nov 2017 to Nov 2021
- Mcadam LLCJun 2016 to Sep 2017
- Purshe Kaplan Sterling InvestmentsJun 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Wingate Wealth Advisors, Inc.
$1.4BAssets managed
649Clients
15Advisers
39 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
- 6660908
- Firm CRD
- 105012