Unclaimed Profile

David William Schauer

ALLWORTH FINANCIAL, L.P.·SACRAMENTO, California

SIE, Series 7, Series 24, Series 63, Series 66CFP CFAClean record22 years registeredALLWORTH FINANCIAL, L.P.

8775 FOLSOM BLVD., SACRAMENTO, CA 95826CRD# 3086618Firm CRD# 111167

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David William Schauer · SACRAMENTO, CA

Registration

CRD #3086618 · ALLWORTH FINANCIAL, L.P. · 22 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Feb 2004 – present

PATHWAY STRATEGIC ADVISORS

Aug 2011 – Jan 2014

FOLSOM, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 24, 2004

Years registered · 22

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLWORTH FINANCIAL, L.P.

CRD 111167 · SEC 801-68255

AUM

$19.3B

Regulatory assets under management

Employees

392

66,085 client accounts

Services offered by ALLWORTH FINANCIAL, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALLWORTH FINANCIAL, L.P. →

Introduction

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Frequently Asked Questions

What services does David William Schauer offer?

David William Schauer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SACRAMENTO, California for a consultation.

What are David William Schauer's credentials?

David William Schauer holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David William Schauer located?

David William Schauer is based in SACRAMENTO, California, working with ALLWORTH FINANCIAL, L.P.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.

How does David William Schauer charge for services?

David William Schauer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLWORTH FINANCIAL, L.P.?

ALLWORTH FINANCIAL, L.P. has approximately 392 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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