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David Anthony Schwab

Expert Financial Advisor & Portfolio Manager

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David Anthony Schwab

David Anthony Schwab

CRD: 5009554 Broker & Financial Advisor

Current Firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated

ABOUT David Anthony Schwab

PROFILE: David Anthony Schwab is a financial professional with 11 years of experience in the securities and financial services industry. He is dually registered as a Broker and Investment Adviser and is currently affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Based in Garden City, New York, David holds securities licenses across 33 states, reflecting a broad professional reach and extensive regulatory background. His years of industry experience provide him with a strong foundation in brokerage and investment advisory services.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser
  • FINRA Registered — Maintains registration as a broker with FINRA
  • Investment Adviser — Registered to provide investment advisory services
  • Multi-State Licensed — Holds securities licenses across 33 states/jurisdictions

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

11 years

With more than a decade of experience in the financial services industry, David Anthony Schwab has developed a strong professional background in brokerage and investment advisory services while maintaining registrations across numerous states.

Professional Statistics

11
Years of Experience
3
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

1325 Franklin Ave Garden City, NY 11530

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Top traded (24h)
Stocks & Indices
Top traded (24h)
Precious Metals
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Cryptocurrencies
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Forex & Dollar Index

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Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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