David Fuhrman has been Managing Member / Chief Compliance Officer of Kensington Financial Advisors since May 2022, is a control person of the firm and directly owns 75% or more of it. David Fuhrman holds an MBA from Harvard Business School and a BS in Electrical Engineering from Cornell University.
Kensington Financial Advisors LLC is a Roseland, NJ firm with $160M under management, 91 clients and 2 advisers in one office, as of its July 2026 filing.
David Fuhrman has been with Kensington Financial Advisors and its predecessor, National Wealth Management, since 2007. Before joining, he spent six years with an investment management and financial advisory firm, responsible for investment analysis, portfolio management and financial planning services. He has taught personal investing courses in adult education programs and developed financial planning software tools.
David Fuhrman’s longest registration is the current one, 18 years at Kensington Financial Advisors since 2007. Before joining Kensington Financial Advisors in 2007, David Fuhrman was registered through Oberlin Financial Corp. and Fuhrman Management Associates, Inc.
- – present · 18 yearsRoseland, NJ · Adviser representative · Firm CRD 136346
- Oberlin Financial Corp.– · under a yearFT. Washington, PA · Adviser representative · Firm CRD 103717
- Fuhrman Management Associates, Inc.– · 5 yearsFort Washington, PA · Adviser representative · Firm CRD 121193
- Nathan & Lewis Securities, Inc.– · 1 yearFT. Washington, PA · Adviser representative · Firm CRD 8503
Professional designations
Listed by Kensington Financial Advisors
- CFA
- CFP®
Investment adviser representative registrations
David Fuhrman is registered as an investment adviser representative in New Jersey, since November 2007.
- New JerseySince 30 November 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 October 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 January 2002 |
| Series 7 | General Securities Representative Examination | 8 January 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David A. Fuhrman
- CRD
- 4491064
- Firm
- Kensington Financial Advisors · CRD 136346
- Role
- Managing Member / Chief Compliance Officer
- Office
- 101 EISENHOWER PARKWAY, SUITE 300, Roseland, NJ 07068
- Registration
- Investment adviser registration
- In the industry since
- April 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kfinadvisors.com
Where does David Fuhrman work?
David Fuhrman has been Managing Member / Chief Compliance Officer of Kensington Financial Advisors LLC since May 2022, and is a control person of the firm.
Is David Fuhrman a financial advisor?
Yes. David Fuhrman has a current investment-adviser registration in New Jersey, through Kensington Financial Advisors since November 2007.
How many years of experience does David Fuhrman have?
David Fuhrman has 24 years in the financial industry, since April 2002, across 4 adviser firms.
What exams has David Fuhrman passed?
David Fuhrman has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in January 2002.
Where did David Fuhrman work before Kensington Financial Advisors?
Before Kensington Financial Advisors, David Fuhrman was registered through Oberlin Financial Corp., March 2004 to February 2005; Fuhrman Management Associates, Inc., October 2002 to November 2007; Nathan & Lewis Securities, Inc., April 2002 to July 2003.
Where is David Fuhrman based?
David Fuhrman’s registered office is in Roseland, NJ.
Is David Fuhrman registered with FINRA?
No. David Fuhrman has no current broker registration.
Is David Fuhrman a CFP?
Kensington Financial Advisors lists David Fuhrman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: David Fuhrman, CFA, CFP® biography, kfinadvisors.com
Is David Fuhrman a CFA charterholder?
Kensington Financial Advisors lists David Fuhrman with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: David Fuhrman, CFA, CFP® biography, kfinadvisors.com
How can I verify David Fuhrman’s record?
Search CRD 4491064 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Fuhrman’s full registration record.