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David Alexander Arthur Dupuis

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

33 Catania Court, Rochester, NY, 14626

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David works as an administrative assistant for Bright Futures Wealth Management, LLC, dedicating nearly full-time hours. He is also a co-owner/financial professional at Equimark East, LLC, and an investment advisor at Bright Futures Wealth Management - CRD284920, spending about a quarter of his time on the latter. David is also employed by Cetera Advisors and Cetera Investment Advisers LLC as a Registered Representative and Investment Advisor Representative.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2025 - Present · 3 mos
Bright Futures Wealth Management, LLC
May 2025 - Present · 9 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2025 - November 2025 · 8 mos
Cetera Advisors LLCBroker
October 2022 - November 2025 · 3 yrs 1 mo
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.