David Schreiber (CRD# 4101467) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Brookline, MA and has over 24 years of experience in the finance industry. David Schreiber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 4030542
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Vanderbilt Securities, LLC | Woodbury, NY | Jul 2017 - Current | 6 |
Vanderbilt Advisory Services | Woodbury, NY | Jul 2017 - Current | 6 |
Greenvest | Arlington, MA | May 2016 - Current | 8 |
David Schreiber | Arlington, CA | Sep 2000 - Current | 23 |
Financial West Group | Westlake Village, CA | Jan 2006 - Jul 2017 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2000 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- MA
- RI
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Total Assets Under Management1,104MILLIONS
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Total Number of Accounts5,069ACCOUNTS
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Average Account Value$217,704
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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