David C. Schiller

AEGIS WEALTH PARTNERS

Phoenix, AZ 85028

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CRD#: 2794155

Professional summary

David Chadwick Schiller, CFP®, who also goes by Dave Schiller, David C Schiller, David Chad Schiller, David Schiller, is a registered financial advisor currently at AEGIS WEALTH PARTNERS, LLC located in Phoenix, Arizona.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. David has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Schiller | David C Schiller | David Chad Schiller | David Schiller

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.

Mr. Schiller is life and health insurance licensed with the State of Arizona. Mr. Schiller no longer conducts insurance business and his license is set to expire in August, 2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Chadwick Schiller'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

July 29, 2014 - Present

AEGIS WEALTH PARTNERS, LLC

Office #1: 3420 E Shea Blvd Suite 200, Phoenix, AZ 85028

RIA

CRD#: 171693

Phoenix, AZ

Past

December 6, 2013 - August 25, 2014

VORA WEALTH MANAGEMENT, PLLC

RIA

CRD#: 153559

FLAGSTAFF, AZ

Past

September 18, 2012 - September 4, 2013

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

PHOENIX, AZ

Past

July 13, 2011 - August 31, 2012

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

JOPLIN, MO

Past

April 14, 2010 - August 16, 2011

WM. H. MURPHY & CO., INC.

CRD#: 27274

SCOTTSDALE, AZ

Past

September 9, 2008 - April 24, 2009

TRITON PACIFIC SECURITIES, LLC

CRD#: 139919

EL SEGUNDO, CA

Past

January 1, 2008 - September 2, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SURPRISE, AZ

Past

January 1, 2008 - September 2, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SURPRISE, AZ

Past

January 8, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

SURPRISE, AZ

Past

November 24, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SURPRISE, AZ

Past

October 29, 1997 - April 28, 2003

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

WINDSOR, CT

Past

September 4, 1996 - September 24, 1997

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/29/2014)

IAR

Illinois
(5/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/14/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/5/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/30/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/24/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

AEGIS WEALTH PARTNERS, LLC

AEGIS WEALTH PARTNERS, LLC | SCHILLER, DAVE C

CRD#: 171693 / SEC#:

Arizona

Registered Investment Advisory firm - (7/29/2014 Approved)

Illinois

Registered Investment Advisory firm - (5/1/2020 Approved)

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Contact information

Main Address

3420 E Shea Blvd Suite 200, Phoenix, AZ 85028

Mailing Address

Phone number

(480) 605-1965

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 926,137

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.

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Advisor Monitoring

Firm Stability Insights

David C. Schiller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Chadwick Schiller's CRS (Customer Relationship Summary).

Certified licenses

Experience

VORA WEALTH MANAGEMENT, PLLC

SECURIAN FINANCIAL SERVICES, INC.

MIDAMERICA FINANCIAL SERVICES, INC.

WM. H. MURPHY & CO., INC.

TRITON PACIFIC SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

VOYA INVESTMENTS DISTRIBUTOR, LLC

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/14/2013

Series 63

Date: 1/19/2006

Series 7

Date: 1/5/2007

Series 6

Date: 8/30/1996

Series 26

Date: 2/24/1997

Current Firm

AEGIS WEALTH PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AEGIS WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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