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David Shnitzer

Investment adviser representative at Capital Analysts
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Capital AnalystsJan 2024 to now
  2. Lincoln InvestmentJan 2024 to now
  3. Ameriprise Financial Services, Inc.Aug 2005 to Jan 2024

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (MA).

Capital Analysts

Legal name: Capital Analysts, LLC

$8.8BAssets managed
15,840Clients
596Advisers
14 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
4793776
Firm CRD
162200
Advisor's SEC record (opens in a new tab)
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