David Schweitzer
David Schweitzer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Traverse City, MI, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
818 Red Drive, Suite 230, Traverse City, MI, 49684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner of Schweitzer Capital Group, LLC, his holding company, dedicating minimal time. He also serves on the board for Wolverine Power Cooperative, an electric power generation cooperative, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Smith Barney INC.Broker
Independence One Brokerage Services, INC.Broker
First of America Brokerage Service, INC.Broker
First of Michigan CorporationBroker
State Registrations25 states
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