David Allen Schneider

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2005 → Present
  Poa On Mother
  New York, NY
• 04/2007 → 01/2025
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2007 → 01/2025
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 01/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2025 → Present
  Schneider Wealth Strategies
  New York, NY

Previous Registrations

• 2017-01-11 → 2025-01-16
  Cambridge Investment Research Advisors, Inc.
  New York, NY
  Roxbury, CT
  New York, NY

Other Businesses

1. Fixed insurance sales; as of 1/10/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, 1 Lexington Ave Inc.; an entity created for the purpose of buying and managing residential real estate in New York, as of 06/01/2025; 0% time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-01
• S63 Uniform Securities Agent State Law Examination
  1989-09-21

Designations

• Certified Financial Planner