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David Sprung

Schwab Wealth Advisory, Inc.

Jersey City, NJ

San Francisco, CA

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-06-13
TX RA APPROVED 2022-09-16
  • NJ RA
    APPROVED
    Since 2025-06-13
  • TX RA
    APPROVED
    Since 2022-09-16

Branch Locations

30 Hudson Street, Jersey City, NJ 07302 • United States

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Jersey City NJ 06/2022 Present
College Movers & Junk Hauling Ellettsville IN 08/2021 02/2022
Westfield Outdoor Tennis Club Westfield NJ 06/2017 08/2019
Streamline Lawn & Landscape Watchung NJ 05/2020 08/2020
Monroe Capital Chicago IL 06/2021 08/2021
Full-Time Education Westfield NJ 09/2011 05/2022
Full-Time Education Bloomington IN 06/2018 05/2022
Schwab Wealth Advisory, Inc. Jersey City NJ 06/2022 Present
  • 06/2022 → Present
    Charles Schwab & Co., Inc
    Jersey City, NJ
  • 08/2021 → 02/2022
    College Movers & Junk Hauling
    Ellettsville, IN
  • 06/2017 → 08/2019
    Westfield Outdoor Tennis Club
    Westfield, NJ
  • 05/2020 → 08/2020
    Streamline Lawn & Landscape
    Watchung, NJ
  • 06/2021 → 08/2021
    Monroe Capital
    Chicago, IL
  • 09/2011 → 05/2022
    Full-Time Education
    Westfield, NJ
  • 06/2018 → 05/2022
    Full-Time Education
    Bloomington, IN
  • 06/2022 → Present
    Schwab Wealth Advisory, Inc.
    Jersey City, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
  • S66 Uniform Combined State Law Examination
    2022-09-16
Designations

View on SEC IAPD

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Other Offices

MORGAN STANLEY INVESTMENT MANAGEMENT INC. · NEW YORK, NY
MSRESS III MANAGER, L.L.C. · NEW YORK, NY
MS CAPITAL PARTNERS ADVISER INC. · NEW YORK, NY
MORGAN STANLEY INFRASTRUCTURE INC. · NEW YORK, NY
MORGAN STANLEY PRIVATE EQUITY ASIA, INC. · NEW YORK, NY
MSREF REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY REAL ESTATE ADVISOR, INC. · NEW YORK, NY
MORGAN STANLEY | EATON VANCE CLO MANAGER LLC · NEW YORK, NY

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