David Shelly, financial advisor Mays Landing NJ

David Shelly

CRD Number: 2355957
Current Firm: Charles Schwab & Company, Inc.

David Shelly (CRD# 2355957) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mays Landing, NJ and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Mays Landing, NJ Apr 2019 - Current 4
Lincoln Investment Planning Marlton, NJ Jan 2013 - Apr 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Dec 1999
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David L. Shelly
Phone Number: 415-667-7000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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, 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, VI, VT, WA, WI, WV, WY

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