Rusty Schatz

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 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

• 05/2008 → Present
  D.A. Davidson & Co.
  Moscow, ID

Other Businesses

1) NOTARY PUBLIC FOR THE STATE OF IDAHO; NON-INVESTMENT RELATED; MOSCOW, ID; NOTARY PUBLIC; BEGINNING 7/29/2011; LESS THAN ONE HOUR PER MONTH; NO TIME DURING MARKET TRADING HOURS; PROVIDE NOTARY SERVICES. 2) TREASURE RIDGE RANCH LLC; NON-INVESTMENT RELATED; VIOLA, ID; HAY AND CATTLE OPERATION; PARTNER/OWNER; STARTING 7/3/17; APPROX. 8 HR/MO; NO TIME DURING SECURITIES TRADING HOURS; SALE OF HAY AND CATTLE. 3) TREASURE RIDGE PROPERTIES, LLC; INVESTMENT RELATED; VIOLA, ID; PARTNER; START 2/10/25; 1 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I ARRANGE RENTALS OF OUR FAMILY VACATION PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-16