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David Andrew Schmidt

OSAIC ADVISORY SERVICES, LLC·ATLANTA, Georgia
Unclaimed Profile
2300 WINDY RIDGE PARKWAY, ATLANTA, GA 30339CRD# 2099154Firm CRD# 171070
01

About

David Andrew Schmidt is a registered financial advisor based in ATLANTA, Georgia, affiliated with OSAIC ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OSAIC ADVISORY SERVICES, LLC
OSAIC ADVISORY SERVICES, LLC
AUM
$4.9B
Regulatory assets under management
Employees
2582
Total firm employees
View all advisors at OSAIC ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2099154
Firm CRD# 171070
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Andrew Schmidt offer?
David Andrew Schmidt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are David Andrew Schmidt's credentials?
David Andrew Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Andrew Schmidt located?
David Andrew Schmidt is based in ATLANTA, Georgia, working with OSAIC ADVISORY SERVICES, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does David Andrew Schmidt charge for services?
David Andrew Schmidt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OSAIC ADVISORY SERVICES, LLC?
OSAIC ADVISORY SERVICES, LLC has approximately 2582 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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