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Sasha Schrage

7 Years of Experience
Bluefield, VA
Broker

Sasha Schrage is a registered investment advisor at D.A. Davidson & CO., based in Bluefield, VA, with 7 years of industry experience. Sasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2201 College Ave, Bluefield, VA, 24605

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sasha is a Virginia Commonwealth Notary since January 2024. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
D.A. Davidson & CO.
August 2018 - Present · 7 yrs 9 mos
D.A. Davidson & CO.Broker
April 2018 - Present · 8 yrs 1 mo
State Registrations27 states
AKAZCACTDEFLGAKSKYMAMDMEMIMNMONCNENMNYOHPASCTNTXVAVTWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.