David Schleis (CRD# 1860548) is an Investment Advisor Representative working at Ds Wealth Advisors, Inc. in Pittsburgh, PA and has over 35 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ds Wealth Advisors, Inc. | Pittsburgh, PA | Nov 2014 - Current | 9 |
| Ds Financial Services LLC | Pittsburgh, PA | Jan 2000 - Current | 24 |
| Dw Schleis LLC | Pittsburgh, PA | Jan 2000 - Current | 24 |
| Centaurus Financial, Inc. | Anaheim, CA | Nov 2009 - Nov 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- PA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts195ACCOUNTS
-
Average Account Value$120,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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