David Lee Blitz
Investment Adviser Representative at Kingsbury Capital Investment Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Lee Blitz is an investment adviser representative with Kingsbury Capital Investment Advisors LLC in Evanston, IL, where they have been registered since 2017. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Cabot Lodge Securities LLC and Kingsbury Capital, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kingsbury Capital, Inc.May 2016 – Dec 2019Evanston, IL
- Kingsbury Capital Investment Advisors, LLCJul 2017 – no end date reportedEvanston, IL
- Cabot Lodge Securities LLCJan 2020 – Jun 2023New York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kingsbury Capital Investment Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $50,000
- First $1,000,0002.00%
- $1,000,000 - $5,000,0001.50%
- Over $5,000,0001.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Lee Blitz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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