David Abramson
Professional summary
David Abramson, who also goes by David Daniel Abramson, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Jersey City, New Jersey and CHARLES SCHWAB & CO., INC. located in Jersey City, New Jersey.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. David has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Abramson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 4, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 30 Hudson Street, Jersey City, NJ 07302August 2, 2025 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 30 Hudson Street Floor 23, Jersey City, NJ 07302July 5, 2022 - June 22, 2025
J.P. MORGAN SECURITIES LLC
July 5, 2022 - June 22, 2025
J.P. MORGAN SECURITIES LLC
June 19, 2018 - March 4, 2022
INVESCO ADVISERS, INC.
June 19, 2017 - March 4, 2022
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/4/2025)
(10/28/2025)
(9/4/2025)
(1/17/2026)
(9/4/2025)
(8/4/2025)
(12/18/2025)
(9/4/2025)
(12/10/2025)
(4/16/2026)
(4/16/2026)
(1/8/2026)
(12/18/2025)
(3/9/2026)
(12/17/2025)
(9/4/2025)
Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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