David Schacht, financial advisor Lincoln CA
90 score

David Schacht

CRD Number: 5496140
Current Firm: Strategic Advisers, Inc.

David Schacht (CRD# 5496140) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Lincoln, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Roseville, CA Jun 2011 - Current 5
Hansen And Frontiera Financial Group Roseville, CA Feb 2011 - Jun 2011 < 1
Mml Investors Services Roseville, CA Jan 2011 - Feb 2011 < 1
Mass Mutual Roseville, CA Jul 2010 - Feb 2011 < 1
Teeters And Schacht Novato, CA Apr 2010 - Jul 2010 < 1
Porters Sports Tahoe City, CA Dec 2006 - Apr 2010 3
Wittmeier Auto Center Chico, CA May 2009 - Dec 2009 < 1
Csu Chico Chico, CA Jan 2009 - May 2009 < 1
Northwestern Mutual Chico, CA Jan 2008 - Jan 2009 1
Riskpro Chico, CA May 2008 - Sep 2008 < 1
Csu Chico Chico, CA Sep 2006 - May 2008 1
Circuit City Chico, CA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for David L. Schacht
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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