David Michael Schneider

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2014 → 10/2016
  New York Life Insurance Company
  Horsham, PA
• 06/2014 → 10/2016
  Nylife Securities Llc
  Horsham, PA
• 11/2016 → 11/2024
  Pruco Securities, Llc.
  Chalfont, PA
• 11/2016 → Present
  Prudential Insurance Company Of America
  Chalfont, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Warrington, PA

Previous Registrations

• 2018-01-08 → 2024-11-14
  Pruco Securities, Llc.
  Warrington, PA

Other Businesses

1) 03/07/2025- Prudential- Property and Casualty- As regional director I am required to be licensed for P&C although I do not write any business.- inv. related- at Warrington, PA- start date 01/01/2025- 0hrs/mnth-0hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-12-18
• S63 Uniform Securities Agent State Law Examination
  2002-05-23