Quinn Schneider (CRD# 7207623) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | Charlotte, NC | Feb 2022 - Current | 2 |
| Altavista Wealth Management Inc. | Charlotte, NC | Jul 2020 - Jan 2022 | 1 |
| Altavista Wealth Management Inc. | Asheville, NC | Jun 2019 - Jul 2020 | 1 |
| Meritor | Fletcher, NC | Jan 2019 - May 2019 | < 1 |
| University Of North Carolina | Asheville, NC | Aug 2015 - May 2019 | 3 |
| Mission Health | Asheville, NC | Aug 2018 - Nov 2018 | < 1 |
| Mission Health | Asheville, NC | May 2018 - Aug 2018 | < 1 |
| University Of North Carolina-asheville | Asheville, NC | Sep 2017 - Aug 2018 | < 1 |
| Horeb Springs Aquatic Center | Waukesha, WI | Jun 2017 - Aug 2017 | < 1 |
| University Of North Carolina Asheville | Asheville, NC | Sep 2016 - May 2017 | < 1 |
| Horeb Springs Aquatic Center | Waukesha, WI | Jun 2016 - Aug 2016 | < 1 |
| Asheville Community Movement | Asheville, NC | Sep 2015 - May 2016 | < 1 |
| Household | Sussex, WI | Jun 2015 - Aug 2015 | < 1 |
| St Mary's Catholic School | Waukesha, WI | Mar 2015 - Jun 2015 | < 1 |
| Linden Grove | Waukesha, WI | Mar 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- NC
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Total Assets Under Management31,280MILLIONS
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Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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