David Francis Scheidel
Professional Summary
David Francis Scheidel is a registered financial advisor currently at SIERRA FINANCIAL ADVISORS, LLC located in Ramsey, New Jersey and SAX WEALTH ADVISORS, LLC located in River Vale, New Jersey. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 3 firms and has passed the Series 7 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
SAX WEALTH ADVISORS, LLC | SMF FINANCIAL ADVISORS, LLC
Contact Information
Main Address
389 Interpace Parkway Suite 3, Parsippany, NJ 07054Phone Number
(973) 859-2199# of Employees
39SEC notice filing (35 States and Territories)
Registered to provide investment advisory services in 35 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,429AUM (Assets Under Management)
$3,596,080,962Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | Cover Page | Report |
| 12/11/2024 | Cover Page | Report |
| 01/23/2024 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
SAX WEALTH ADVISORS, LLC | SMF FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David Francis Scheidel's CRS (Customer Relationship Summary).
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