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Michael David Agostinelli

Dkcb Financial Advisors, LLC

Rochester, NY

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Current Employers
Dkcb Financial Advisors, Llc

100 Meridian Centre Blvd. Suite 200, Rochester, NY 14618 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-19
  • NY RA
    APPROVED
    Since 2026-03-19

Branch Locations

100 Meridian Centre Blvd. Suite 200, Rochester, NY 14618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Global Capital Corp Rochester NY 01/2001 10/2019
Dkcb Financial Advisors, Llc Rochester NY 10/2002 Present
Avantax Insurance Services, Inc. Rochester NY 12/2004 09/2025
1St Global Advisors, Inc. Rochester NY 06/2007 10/2019
Davie Kaplan, Cpa, P.C. Rochester NY 08/2007 06/2025
Davie Kaplan Wealth Care Advisors, Llc Rochester NY 01/2001 06/2025
Avantax Investment Services, Inc. Rochester NY 10/2019 09/2025
Avantax Advisory Services Rochester NY 10/2023 09/2025
Davie Kaplan, Cpa, P.C. Rochester NY 08/2007 06/2025
Cetera Wealth Services, Llc Rochester NY 09/2025 10/2025
Cetera Investment Advisers Llc Schaumburg IL 09/2025 10/2025
  • 01/2001 → 10/2019
    1St Global Capital Corp
    Rochester, NY
  • 10/2002 → Present
    Dkcb Financial Advisors, Llc
    Rochester, NY
  • 12/2004 → 09/2025
    Avantax Insurance Services, Inc.
    Rochester, NY
  • 06/2007 → 10/2019
    1St Global Advisors, Inc.
    Rochester, NY
  • 08/2007 → 06/2025
    Davie Kaplan, Cpa, P.C.
    Rochester, NY
  • 01/2001 → 06/2025
    Davie Kaplan Wealth Care Advisors, Llc
    Rochester, NY
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    Rochester, NY
  • 10/2023 → 09/2025
    Avantax Advisory Services
    Rochester, NY
  • 08/2007 → 06/2025
    Davie Kaplan, Cpa, P.C.
    Rochester, NY
  • 09/2025 → 10/2025
    Cetera Wealth Services, Llc
    Rochester, NY
  • 09/2025 → 10/2025
    Cetera Investment Advisers Llc
    Schaumburg, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-08
  • S66 Uniform Combined State Law Examination
    2001-02-08
Designations

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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