DF
Dkcb Financial Advisors, Llc
State-registered
Investment Adviser
CRD 126493
· Rochester, NY
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ADV data as of Mar 31, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 14
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Andrew Debellis | Registered representative | Personal Financial Specialist | Nov 2018 (8y) | |
| David C Pitcher | Registered representative | Personal Financial Specialist | Jun 2021 (5y) | |
| Gregory Arthur Miller | Registered representative | Personal Financial Specialist | Jun 2021 (5y) | |
| James Frederick Shaw | Registered representative | Personal Financial Specialist | Jun 2021 (5y) | |
| Jennifer R Jones | Registered representative | Jun 2021 (5y) | ||
| John Robert Wilson | Registered representative | Personal Financial Specialist | Jun 2021 (5y) | |
| Robert Charles Linder | Registered representative | Personal Financial Specialist | Jun 2021 (5y) | |
| Scott Michael Kogler | Registered representative | Personal Financial Specialist | Jun 2021 (5y) | |
| Patrick Robert George | Registered representative | Personal Financial Specialist | Jun 2021 (5y) | |
| Brian M Sauers | Registered representative | Jul 2021 (5y) | ||
| Nicholas Michael Piehler | Registered representative | Feb 2024 (3y) | ||
| Sheila Marie Monachino | Registered representative | Feb 2024 (3y) | ||
| Jeanne E Morelli | Registered representative | Personal Financial Specialist | Mar 2026 (0y) | |
| Michael David Agostinelli | Registered representative | Personal Financial Specialist | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • REFERRAL FEES FROM INDEPENDENT MONEY MGRS; SEE MISC SCHEDULE D
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗