David Shnitzer is a CFP-designated registered investment advisor at Capital Analysts, based in Newton, MA, with 21 years of industry experience. David 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 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
275 Grove St., Ste. 2-4120, Newton, MA, 02466
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2025Other Business Activities
David is a managing partner and wealth advisor at Care Private Wealth, an independent team practice within Lincoln Investment, dedicating about a quarter of his time. He also serves as Treasurer, Founder, and Board Member for Cameroon One AKA Onetrack International, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations12 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.