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David Bruce Kantor

Santa FE Advisors LLC

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About David Bruce Kantor

David Kantor is a registered investment advisor with Santa Fe Advisors LLC. David has been in the industry since 1999, working for Prudent Brokerage Associates and Cambridge International Partners Inc. before joining Santa Fe Advisors LLC in 2014. David specializes in providing investment advice to individuals and institutions. David also provides financial planning and selection of other advisors. David's main office is located at 330 Garfield Street, Suite 301, Santa Fe, New Mexico 87501.

Firm Information

David Kantor is currently registered with Santa FE Advisors LLC. Santa FE Advisors LLC is an investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. They manage approximately $170.83 million in assets for 225 clients, primarily high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm is located in Santa Fe, New Mexico.
Santa FE Advisors LLC

330 GARFIELD STREET

SANTA FE, NM 87501

$170.83M

Assets Under Management

2

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Kantor’s Registration & Firm History

NM

04/14/2014 - Present

Santa FE Advisors LLC (SANTA FE NM)

PA

03/05/1999 - 05/31/2012

PRUDENT BROKERAGE ASSOCIATES (PHILADELPHIA PA)

NY

02/05/1997 - 09/04/1997

CAMBRIDGE INTERNATIONAL PARTNERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/10/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/1996

Series 24 - General Securities Principal Examination

BC

Issued 04/02/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Bruce Kantor.
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