David Schauer is a CFA, CFP-designated registered investment advisor, based in Folsom, CA, with 28 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
340 Palladio Pkwy., Suite 501, Folsom, CA, 95630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an investor and limited partner in Coastal Star Partners LLC and Valley Star Partners, focusing on commercial real estate since 2017. He has no duties and devotes no time to this activity, acting solely as an investor.
Employment History
Current Registrations
Aw SecuritiesBroker
Allworth Financial, L.P.
Previous Registrations
Pathway Strategic Advisors
Securities America, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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