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Eric Schaefermeyer

23 Years of Experience
Port Angeles, WA
Broker

Eric Schaefermeyer is a registered investment advisor at D.A. Davidson & CO., based in Port Angeles, WA, with 23 years of industry experience. Eric 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

917 East Front Street, Port Angeles, WA, 98362

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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

Eric is a board member of the Port Angeles Athletic Education Foundation, a non-profit organization that raises money for Port Angeles High School athletics. He dedicates minimal time to this activity.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
December 2008 - Present · 17 yrs 5 mos
D.A. Davidson & CO.
December 2008 - Present · 17 yrs 5 mos
Previous Registrations
Citigroup Global Markets INC.
April 2003 - December 2008 · 5 yrs 8 mos
Citigroup Global Markets INC.Broker
March 2003 - December 2008 · 5 yrs 9 mos
State Registrations19 states
AKAZCACOFLIDILKSMIMOMTNCNVNYORTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Eric Schaefermeyer - Financial Advisor | TrueAdvisor