David Schiller, financial advisor Phoenix AZ

David Schiller

CRD Number: 2794155
Current Firm: Aegis Wealth Partners, LLC

David Schiller (CRD# 2794155) is an Investment Advisor Representative working at Aegis Wealth Partners, LLC in Phoenix, AZ and has over 18 years of experience in the finance industry. David Schiller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aegis Wealth Partners, LLC Scottsdale, AZ Jun 2014 - Current 9
Vora Wealth Management, Pllc Flagstaff, AZ Sep 2013 - Current 10
Vora Financial Group, Pllc Flagstaff, AZ Sep 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for David C. Schiller
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $150,000
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, IL

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