UBS Financial Services
47yrs
Top 1% by experience in Atlanta
23yrs
Davi Kutner
Financial advisor at Aprio Wealth Management
Davi Kutner is a fiduciary financial advisor in Atlanta, Georgia, with 23 years in the industry. Davi joined Aprio Wealth Management in 2015, after eight years at Securian Financial Services and eight years at Joyn Advisors. Davi holds the CFP® designation.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 73% of advisors at Aprio Wealth Management
Office2002 Summit Boulevard Suite 120, Atlanta, GA 30319
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.39 million
Advisors at the firm37
States licensed ?1 state
Services through Aprio Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowAprio Wealth Management, LLCCurrent firm
- 2007 – 2015Securian Financial Services, Inc.Previously
- 2007 – 2015Joyn Advisors, Inc.Previously
- 2007 – 2011GV Financial Advisors, Inc.Previously
- Mar 2004 – Nov 2005Allied Consulting GroupPreviously
Contact Davi
(404) 892-9651Aprio Wealth Management main office 2002 Summit Boulevard Suite 120Atlanta, GA 30319Office · Get directions Firm websiteHTTPS://WWW.WEALTH.APRIO.COM
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Questions to ask Davi
Tailored to Davi’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Davi
How do I contact Davi?
Call Aprio Wealth Management at (404) 892-9651 and ask for Davi Kutner. Davi works from the Atlanta, GA office.
How long has Davi been a financial advisor?
Davi has been in the industry since 2004, about 23 years. More experience than 73% of advisors at Aprio Wealth Management.
What licenses does Davi hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Davi a fiduciary?
Davi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Davi paid?
Aprio Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Davi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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