Kathleen Schroeder, financial advisor Bellmawr NJ

Kathleen Schroeder

CRD Number: 2476975
Current Firm: Rmas, Inc.

Kathleen Schroeder (CRD# 2476975) is an Investment Advisor Representative working at Rmas, Inc. in Bellmawr, NJ and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
J Alden Associates, Inc. Jenkintown, PA Jul 2019 - Current 4
Alden Capital Management Jenkintown, PA Jul 2019 - Current 4
Risk Management Advisory Services, Inc. Bellmawr, NJ Sep 2001 - Current 22
Kings Management Company Mt Ephraim, NJ May 1985 - Current 38
Capitol Securities Management, Inc. Mt Ephraim, NJ Sep 2010 - Jul 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Kathleen E. Schroeder
Phone Number: 856-933-2225
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    82
    MILLIONS
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $287,687
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ, PA, TX

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