David Schawel, financial advisor New York NY

David Schawel

CRD Number: 4927312
Current Firm: Family Management Corporation
Compensation Model: Fee Only

David Schawel (CRD# 4927312) is an Investment Advisor Representative working at New River Investments in the Raleigh/Durham NC area with 11 years of experience in the investment industry. He previously managed a $2b+ investment portfolio for Square 1 Financial in Durham, NC. He is a CFA charterholder and has previous experience in both equity research and investment banking.

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Professional Designations
Company Name Location Dates Years
Family Management Corporation New York City, NY Nov 2017 - Current 6
New River Investments Inc. Morrisville, NC Nov 2015 - Nov 2017 2
Square 1 Financial Durham, NC Mar 2008 - Nov 2017 9

David Schawel has no recent exams reported.
Contact Info for David R. Schawel
By the Numbers
  • Total Assets Under Management
    3,155
    MILLIONS
  • Total Number of Accounts
    2,985
    ACCOUNTS
  • Average Account Value
    $1,057,043
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, MI, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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