David ShucavageCRD Number: 4620299
Current Firm: Ae Wealth Management, LLC
David Shucavage (CRD# 4620299) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Wilmington, NC and has over 15 years of experience in the finance industry.
Rs Wealth Management, LLC
Tilia Fiduciary Partners, Inc.
Wells Fargo Clearing Services, LLC
|Ae Wealth Management, LLC||Topeka, KS||Jan 2017 - Current||1|
|Carolina Retirement Planners, LLC||Wilmington, NC||Sep 2015 - Current||2|
|Retirement Elevated And Fmt||Wilmington, NC||Jan 2014 - Current||4|
|Rogo Properties||Wilmington, NC||Jan 2004 - Current||14|
|Carolina Estate Planners||Wilmington, NC||Sep 2003 - Current||14|
|Rogo Management Inc.||Wilmington, NC||Jun 2002 - Current||15|
|Amerus||Des Moines, IA||Sep 2001 - Current||16|
|Global Financial Private Capital, LLC||Sarasota, FL||Mar 2015 - Jan 2017||1|
|Redhawk Wealth Advisors, Inc.||Minneapolis, MN||Sep 2012 - Mar 2015||2|
|Renown Wealth Advisors, LLC||Temple, TX||Aug 2010 - Sep 2012||2|
|Image Now, LLC||Wilmington, NC||May 2006 - Jan 2012||5|
|Rogo, LLC||Wilmington, NC||Jan 2005 - Jan 2012||7|
|Usa Wealth Management||Grand Rapids, MI||Mar 2006 - Aug 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management2,003MILLIONS
Total Number of Accounts10,040ACCOUNTS
Average Account Value$199,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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