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David Walter Schwarz

Vanguard Advisers, Inc.

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About David Walter Schwarz

David Walter Schwarz is a financial advisor with over 15 years of experience in the industry. David is currently registered with Vanguard Advisers, Inc. and is licensed in both Pennsylvania and Texas. David's professional experience includes time with Vanguard Marketing Corporation and ACAC Fitness and Wellness Center. David holds the Series 6, 7, 24, 63, and 65 licenses. David is also a Certified Financial Planner. David's specialties include financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

David Schwarz is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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David Schwarz’s Registration & Firm History

PA

08/12/2014 - Present

Vanguard Advisers, Inc. (MALVERN PA)

PA

01/31/2007 - 09/01/2010

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 08/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2012

Series 7 - General Securities Representative Examination

BC

Issued 01/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Walter Schwarz. Review regulatory record here.
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