Csenge Advisory Group
47yrs
Top advisor by experience in Clearwater
20yrs
David Schreck
Financial advisor at Merrill
David Schreck has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Clearwater, Florida. David joined Merrill in 2007, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 444 advisors with offices in Clearwater, and one of 394 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 64% of advisors at Merrill
Office26301 US Highway 19 N, Clearwater, FL 33761
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2007 – nowMerrillCurrent firm
Contact David
Local office(727) 799-5645Ask for David. (800) 637-7455Main office · New York, NY 26301 US Highway 19 NClearwater, FL 33761Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (727) 799-5645 or the Merrill main office at (800) 637-7455, and ask for David Schreck.
How long has David been a financial advisor?
David has been in the industry since 2006, about 20 years. More experience than 64% of advisors at Merrill.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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