David Scheidel, financial advisor Ramsey NJ

David Scheidel

CRD Number: 2925141
Current Firm: Sierra Financial Advisors, LLC

David Scheidel (CRD# 2925141) is an Investment Advisor Representative working at Sierra Financial Advisors, LLC in Ramsey, NJ and has 1 year of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Ramsey NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Ramsey NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor Ramsey NJ
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Company Name Location Dates Years
Sierra Financial Advisors, LLC Ramsey, NJ Jun 2006 - Current 17
Scheidel & Sullivan Cpa, LLC Upper Saddle River, NJ Jan 2006 - Current 18
D & J Partners Upper Saddle River, NJ Oct 2005 - Current 18
Td Associates Upper Saddle River, NJ Oct 2005 - Current 18
Canterbury Investment Club Upper Saddle River, NJ Sep 2003 - Current 20
Beacon Valuation Advisors, LLC Hackensack, NJ Jan 2003 - Current 21
Meridian Financial Advisors, Llc (f/k/a Tc Investment) Hackensack, NJ Aug 2002 - Current 21
Ctss Associates Upper Saddle River, NJ Jul 2002 - Current 21
Woodards Concrete Products Upper Saddle River, NJ Jul 1993 - Current 30

David Scheidel has no recent exams reported.
Contact Info for David F. Scheidel
Phone Number: 201-236-2226
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $174,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.