David Morgan Schubach
Investment adviser representative at Integrity Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$134.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Integrity Financial Advisors, LLCJan 2025 to now
- New Frontier AdvisorsJan 2016 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (CT).
Integrity Financial Advisors, LLC
$134.9MAssets managed
240Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2279707
- Firm CRD
- 313369