RS
RS

Rusty Schatz

17 Years of Experience
Moscow, ID
Broker

Rusty Schatz is a registered investment advisor at D.A. Davidson & CO., based in Moscow, ID, with 17 years of industry experience. Rusty 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.

Loading...

Location

872 Troy Road, Suite 130, Moscow, ID, 83843

Get directions

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.

Learn about disclosures →
Other Business Activities

Rusty is a notary public for the state of Idaho, a partner/owner in a hay and cattle operation, a visiting professor at the University of Idaho, and a partner in a family vacation property rental business. These activities take minimal time, a few hours per week, and a few hours per week, respectively.

Employment History
Current Registrations
D.A. Davidson & CO.
July 2008 - Present · 17 yrs 10 mos
D.A. Davidson & CO.Broker
July 2008 - Present · 17 yrs 10 mos
State Registrations29 states
AKALARAZCACOFLGAHIIDINKSMAMEMIMTNCNMNVNYOHOKORPATXUTVAWAWY
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.