Welcome

I would like to welcome you to my website. I consider my clients to be very important to me. As I work with you toward your investment goals, my job as your representative is to provide the information and assistance you need to make smart decisions concerning your financial future.

At D. Kamlet & Company, Inc., commitments are taken seriously. When a product or service is offered, it is delivered upon. You can count on D. Kamlet & Company, Inc. for dependable, accurate service, whether conducting an educational seminar, discussing your investment objectives, or executing trades. Experience and expertise are put to work for you. My company's motto is more than just words. It is very important when it is said, "You can have trust and confidence in D. Kamlet & Company, Inc."

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The firm was originally founded in 1988 as Kamlet & Company to provide Financial Planning and Tax Accounting to individuals and businesses. D. Kamlet & Company, Inc. was formed as a Corporation in 1994. Mr. David Kamlet, CFS, CMFC, RFC, RFP, the firm's Founder and President, is registered with New York State as a Registered Investment Advisor under the Investment Advisors Act of 1940. Mr. Kamlet is also licensed as a Registered Representative through Cantella & Company, Inc., and registered for securities in Florida, Illinois, Maryland, New Jersey, New York, Nevada, North Carolina, and Pennsylvania.

The primary service of D. Kamlet & Company, Inc. is to provide financial planning and investment advice. Implementation of its investment recommendations are done through Cantella & Company, Inc., a member of the Financial Industry Regulatory Authority (FINRA), and the Securities Investors Protection Corporation (SIPC). The representative of D. Kamlet & Company, Inc., David Kamlet, is also a registered representative of Cantella & Company, Inc.

D. Kamlet & Company, Inc. does not take any of its client's invested funds for deposit into its own account. All investors' funds are immediately sent either to the companies sponsoring the particular investment that the client has chosen or to Cantella & Company Inc. Brokerage accounts are carried by National Financial Services, LLC, Member NYSE/SIPC.

D. Kamlet & Company, Inc. hereby discloses that Cantella & Company, Inc. is not in any way affiliated with my company. D. Kamlet & Company, Inc., is a Registered Investment Advisor and any advice or action taken pursuant to the client agreement is strictly the responsibility of myself as a Registered Investment Advisor Representative, or my company as a Registered Investment Advisor, and not the responsibility or obligation or Cantella & Company, Inc.

All investments selected and made by clients through D. Kamlet & Company, Inc. are screened by David Kamlet as a representative of the firm to try to ascertain that the investment meets with the client's goals and investment objectives.

All clients must receive a copy of the current prospectus, if applicable, on the investment they select, and sign a form stating that they have received such prospectus before any investment funds can be processed for the client. As a representative of D. Kamlet & Company, Inc., I am obligated to you as my client to make sure that I am always acting in your best interest.

As a representative of D. Kamlet & Company, Inc., I will supply clients with a copy of my registration as a Registered Investment Advisor Representative of D. Kamlet & Company, Inc. through form ADV, as filed with the New York State Department of Law upon written request, or an amended version if there is any material changes in the information contained therein.

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