David Aaron Marti

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 06/2018 → 06/2024
  Td Ameritrade, Inc.
  St Louis, MO
• 05/2011 → 05/2018
  Allied Construction Llc
  Wentzville, MO
• 01/2018 → 05/2018
  Grp
  Wood River, IL
• 03/2017 → 12/2017
  Lou Brock Mechanical
  Clinton, TN
• 01/2017 → 08/2017
  Iss Insulation
  St Louis, MO
• 01/2015 → 01/2017
  Pro Insulation
  St Peters, MO
• 10/2023 → Present
  Charles Schwab & Co., Inc.
  Omaha, NE

Other Businesses

1) DM Investments | Investment Related:No|Rental Services (Other than Real Estate)|Owner|3/1/2013|Less than 20|0.000000|I own a commercial property and am responsible for its ongoing management. This includes collecting rent from tenants, coordinating and overseeing contracted repairs and maintenance, paying property-related expenses, and managing vendor relationships. I also handle tenant relations, including sourcing and onboarding new tenants when leases expire or vacancies occur. Overall, my role involves standard commercial property ownership and management responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-18
• S63 Uniform Securities Agent State Law Examination
  2018-07-27

Other Names

• David Marti