DS
David E. Scheur
CETERA INVESTMENT ADVISERS LLC
SCOTTSDALE, AZ 85254
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CRD#: 2660769
DS
Professional summary
David Emanuel Scheur, who also goes by Dave Scheur, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Scottsdale, Arizona and CETERA WEALTH SERVICES, LLC located in Scottsdale, Arizona.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. David has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52, Series 24 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dave Scheur
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) NAME OF OTHER BUSINESS: SCHEUR WEALTH MANAGEMENT, INC.; INVESTMENT RELATED: YES; ADDRESS: 7047 E. GREENWAY PKWY STE 250 SCOTTSDALE, AZ 85254; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 8/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; 2) NAME OF ENTITY: Independent Insurance Agent; Yes; 14850 N SCOTTSDALE ROAD, STE 255; BRAINERD; MN; 56401; fixed insurance sales; Independent Insurance Agent; 8/29/2014; 160; 160; sales of fixed insurance products|
CRS (Client Relationship Summary) - RIA
Click below to view David Emanuel Scheur's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 7047 E. Greenway Pkwy Suite 250, Scottsdale, AZ 85254RIA
CRD#: 105644
SCOTTSDALE, AZ
Current
June 9, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 7047 E. Greenway Pkwy Suite 250, Scottsdale, AZ 85254BD
CRD#: 13572
Scottsdale, AZ
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SCOTTSDALE, AZ
Past
March 31, 2008 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
SCOTTSDALE, AZ
Past
March 20, 2008 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
SCOTTSDALE, AZ
Past
August 27, 2003 - April 9, 2008
AMERIPRISE ADVISOR SERVICES, INC.
RIA
CRD#: 5979
SCOTTSDALE, AZ
Past
October 31, 1995 - April 9, 2008
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/9/2021)
IAR
Arizona(6/29/2023)
RR
Arkansas(6/9/2021)
RR
California(6/9/2021)
RR
Florida(6/10/2021)
RR
Idaho(6/9/2021)
RR
Kansas(6/9/2021)
RR
Massachusetts(6/9/2021)
RR
Nevada(6/9/2021)
RR
New Jersey(6/9/2021)
RR
New York(6/9/2021)
RR
North Carolina(6/9/2021)
RR
Oregon(3/28/2023)
RR
Texas(6/9/2021)
IAR
Texas(6/29/2023)
RR
Virginia(6/9/2021)
RR
Washington(6/9/2021)
RR
Wisconsin(6/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/11/1997
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
