David
Shachory
Edelman Financial Engines
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About this Advisor
David Shachory is a financial advisor based in Phoenix, Arizona, working with Edelman Financial Engines. David has previously held positions at Financial Engines Advisors L.L.C, Money Source Inc, 1St Rate Home Mortgage Inc, Right Start Mortgage, Loandepot.Com, LLC, Doordash, Involve.Ai, Inc, Flatiron School, Checkr Inc, Mercer Advisors, Stonegate Capital Advisors, LLC, Lead Forensics, Paradox, Inc, and Yelp, Inc. David has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona and Texas. Currently, David is part of Edelman Financial Engines, which operates out of Phoenix, Arizona. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Shachory Work History
Financial Engines Advisors L.L.C
Flatiron School
Involve.Ai, Inc
Checkr Inc
Doordash
Lead Forensics
Paradox, Inc
Right Start Mortgage
Loandepot.Com, LLC
Money Source Inc
1St Rate Home Mortgage Inc
Stonegate Capital Advisors, LLC
Yelp, Inc
Mercer Advisors
Disclosures
Please visit the SEC profile of David Shachory to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Tafton, PA
Ashburn, VA
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Lynnwood, WA
Fort Worth, TX
Clifton Park, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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