David Allen Shaw

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2005 → 09/2025
  Avantax Investment Services, Inc.
  Yuba City, CA
• 01/2010 → 09/2025
  Avantax Advisory Services
  Yuba City, CA
• 12/1992 → Present
  Meyer Bookkeeping & Tax Service Inc. Dba Shaw & Assc.
  Yuba City, CA
• 11/2010 → Present
  Meyer Bookkeeping & Tax Service Inc
  Yuba City, CA
• 12/1992 → Present
  Shaw & Associates
  Yuba City, CA
• 11/2016 → 09/2025
  Avantax Insurance Services, Llc
  Yuba City, CA
• 12/2018 → Present
  City Of Yuba City
  Yuba City, CA
• 09/2020 → Present
  S G Ranch Llc
  Yuba City, CA
• 12/2019 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Yuba City, CA
• 12/2024 → 12/2025
  City Of Yuba City
  Yuba City, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Yuba City, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-01-07 → 2025-09-05
  Avantax Advisory Services
  Yuba City, CA

Other Businesses

1) Meyer Bookkeeping & Tax Service Inc~950 Tharp Road, Suite 101~Yuba City~CA~95993~Tax Preparation/Accounting~President~11/2/2010~160hrs~80hrs~Tax preparation/planning 2) Shaw & Associates~950 Tharp Road, Bldg 100, Suite 101~Yuba City~CA~95993~Tax Preparation/Accounting~President~12/1/1992~5hrs~5hrs~Principal of firm previous dba was Meyer Shaw Financial Group 3) City of Yuba City~1201 Civic Center Blvd~Yuba City~CA~95993~Elected/Appointed Official~Other~12/4/2018~20hrs~5hrs~City Governance, ambassador for Yuba City. 4) S G RANCH LLC; LLC Managing Member: Farming and real estate rental located in Alabama INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2020; 950 Tharp Road, Suite 101, Yuba City CA 95993, Management. 5) USAF 9RW POSITION: Honorary Commander NATURE: Community relations with the USAF and the units on Beale AFB. I am the Honorary Commander of the 7SWS. No official authority over anything. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2025 ADDRESS: 9th Reconnaissance Wing, Beale Air Force Base CA 95903, United States DESCRIPTION: Learn about the USAF and the mission they provide to the USA. To make the airmen aware of the offerings of the community around the base. To understand base operations and base life.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-07
• S63 Uniform Securities Agent State Law Examination
  2005-11-30