David Chadwick Schiller
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dave Schiller, David C Schiller, David Chad Schiller, David Schiller
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
AEGIS WEALTH PARTNERS, LLC | SCHILLER, DAVE C
Contact Information
Main Address
3420 E Shea Blvd Suite 200, Phoenix, AZ 85028Phone Number
(480) 605-1965# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
5AUM (Assets Under Management)
$926,137Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/29/2014)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1996About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Feb 1997About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Chadwick Schiller's CRS (Customer Relationship Summary).
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