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David S
Series 63, Series 65
Mays Landing, NJ
Charles Schwab
David Shelly Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Investment Planning for six years before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and alternative investment due diligence.
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