David Schubach, financial advisor Tolland CT

David Schubach

CRD Number: 2279707
Current Firm: New Frontier Advisors, LLC

David Schubach (CRD# 2279707) is an Investment Advisor Representative working at New Frontier Advisors, LLC in Tolland, CT and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Assetmark Brokerage, LLC Windham, NH Dec 2015 - Current 8
Centurion Capital Group, Inc. Concord, CA Sep 2013 - Current 10
Capital Brokerage Richmond, VA Nov 2007 - Current 16
Assetmark Brokerage, LLC Concord, CA Aug 2014 - Dec 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for David M. Schubach
Phone Number: (617) 482-1433
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    3,571
    MILLIONS
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $13,576,053
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, MA, PA, TX

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