David
Schauer

Hanson Mcclain Advisors

CRD#3086618
Investment Advisor
in Sacramento, CA
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About this Advisor

David Schauer is a certified financial planner and chartered financial analyst whose office is in Sacramento, California. Currently an advisor with Hanson Mcclain Advisors, Schauer has 14 years of work experience. Schauer has Series 63 and Series 66 licenses, which designate the advisor as a securities representative. Schauer is registered to advise customers based out of California and Texas. During their career, Schauer has held roles at Hanson Mcclain, Inc, Hanson Mcclain Securities and Hanson Mcclain Strategic Advisors, Inc. Hanson Mcclain Advisors is based out of Sacramento, California, and has seven offices across the nation. As a firm, Hanson Mcclain Advisors oversees $3 billion in assets across 9,350 client accounts and employs more than 70 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 9,278 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Hanson Mcclain Advisors offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

8775 Folsom Blvd. Suite 100
Sacramento, CA 95826

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Hanson Mcclain Advisors Brokerage Details

Total Assets Under Management

$3,453,726,822

CA Average: $7,578,581,321
Total Number of Employees

123

CA Average: 43
Total Number of Accounts

15,122

CA Average: 3,727
Average Account Size

$228,391

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

David Schauer Work History

David has 14 years of experience.

2011 - Present (8 years)

Hanson Mcclain Strategic Advisors, Inc

2008 - Present (11 years)

Hanson Mcclain Securities

2004 - Present (15 years)

Hanson Mcclain, Inc

Disclosures

David Schauer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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