David Schlossberg, financial advisor East Dundee IL

David Schlossberg

CRD Number: 3038857
Current Firm: Assured Advisory Group, LLC

David Schlossberg (CRD# 3038857) is an Investment Advisor Representative working at Assured Advisory Group, LLC in East Dundee, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Dec 2021 - Current 2
Assured Advisory Group, LLC East Dundee, IL Aug 2021 - Current 2
National Securities Corporation East Dundee, IL Sep 2020 - Dec 2021 1
National Asset Management East Dundee, IL Sep 2020 - Dec 2021 1
Fsic Seattle, WA Jan 2010 - Sep 2020 10
Assured Concepts Group, Ltd Hoffman Estates, IL Feb 1997 - Sep 2020 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S66 NASAA Uniform Combined State Law Examination May 2002
Disclosure Information

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
Contact Info for David M. Schlossberg
Phone Number: 847-426-1077
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $266,816
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

IL, TX

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