David Schilling (CRD# 1055694) is an Investment Advisor Representative working at Lpl Financial LLC in Amherst, NY and has over 35 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Amherst, NY | Feb 2024 - Current | < 1 |
| Mml Investors Services, LLC | Amherst, NY | Mar 2017 - Feb 2024 | 6 |
| Massmutual Life Insurance Company | Amherst, NY | Aug 2016 - Feb 2024 | 7 |
| Msi Financial Services | Amherst, NY | Aug 2016 - Mar 2017 | < 1 |
| Metlife Investors Distribution Company | New York City, NY | Jun 2016 - Aug 2016 | < 1 |
| Metropolitan Life Insurance Co | Iselin, NJ | May 2004 - Aug 2016 | 12 |
| Metlife Securities Inc. | Iselin, NJ | May 2004 - Jul 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1988 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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