linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Shnitzer

Capital Analysts

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Shnitzer

David Shnitzer is a financial advisor with over 19 years of experience in the financial services industry. David is a Managing Partner at CARE Private Wealth, an independent team practice within Lincoln Investment. David has a strong background in wealth management and financial planning, with a focus on providing tailored advice to individuals and families. David is also a founding member and Treasurer of the non-profit organization, Cameroon One, which provides alternative orphan care in Cameroon. David holds the Series 7, 9, 10, 66 and SIE licenses. David is also a Certified Financial Planner (CFP®).

Firm Information

David Shnitzer is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Shnitzer’s Registration & Firm History

MA

02/05/2024 - Present

Capital Analysts (Newton MA)

NH

07/20/2004 - 01/29/2024

AMERIPRISE FINANCIAL SERVICES, LLC (BEDFORD NH)

MN

07/20/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if David Shnitzer is right for you?

Licenses & Designations

BOTH

Issued 10/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/21/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Shnitzer.
Not sure if David Shnitzer is right for you?