David Schelhorn
David Schelhorn is a registered investment advisor at Private Advisor Group, LLC, based in Bedminster, NJ, with 11 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
415 Main Street, Bedminster, NJ, 07921
Get directionsHistory
Regulatory History (1)
Regulatory
November 2013Other Business ActivitiesSells Insurance
David operates Main Street Wealth Management, LLC as a DBA for his LPL business and provides investment advisory services through Private Advisor Group, dedicating full-time hours to these activities. He also sells fixed insurance products, including life insurance, long-term care, and fixed annuities, spending minimal time on this.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations4 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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