Investment adviser representative · Northwest Asset Management
David L. Schaen
CRD 4550696 · Chadds Ford, PA
At a glance
David L. Schaen is an investment adviser representative with Northwest Asset Management in Chadds Ford, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 1997, about 29 years ago.
Current advisory firm
- Northwest Asset ManagementSince August 2021Chadds Ford, PA · $4.1B in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.