Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Chess board

David J. Schnall

Senior Vice President–Wealth Management

David is a Senior Vice President of Wealth Management at our firm's Melville, New York office after previously serving as the branch manager of the Port Jefferson, NY branch. Prior to joining UBS in 2014, he was a Senior Vice President and Financial Advisor with Morgan Stanley. With over 30 years experience as a Financial Advisor, David earned his Wealth Advisor designation in 2016, an award which represents a UBS certification to address complex client needs with a comprehension array of wealth management services. David's diversified experience and knowledge of the business enables him to provide quality strategies customized to your needs. He concentrates on developing long-term relationships through a commitment to quality client service, personalized advice and first-class solutions.

He currently holds his FINRA series 7, 63, 31 and 9/10 licenses, as well as licenses for life, accident and health insurance and variable annuities. 

David grew up on Long Island and currently resides in Miller Place, NY. In his free time he enjoys boating, fishing, skiing, traveling with his family and training in mixed martial arts.

 

 

Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • FL
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NY
  • SC
  • TX
  • VA
  • WI

Credentials

  • Wealth Advisor
58 South Service Road
Suite 310
Melville, NY 11747
  • (631) 454-3255

Email Me

Why does A.I. in space matter?

Outlook on interest rates

Tree

UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights