Rusty Schatz, financial advisor Moscow ID
93 score

Rusty Schatz

CRD Number: 5538196
Current Firm: D.a. Davidson & Company

Rusty Schatz (CRD# 5538196) is an Investment Advisor Representative working at D.a. Davidson & Company in Moscow, ID and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Moscow, ID May 2008 - Current 8
Boydstun Metal Works Portland, OR Nov 2004 - Apr 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Rusty Schatz
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    9,918
    MILLIONS
  • Total Number of Accounts
    33,323
    ACCOUNTS
  • Average Account Value
    $297,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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