Robert SchmidtCRD Number: 5997370
Current Firm: Mason Road Wealth Advisors, LLC
Robert Schmidt (CRD# 5997370) is an Investment Advisor Representative working at Mason Road Wealth Advisors, LLC in Chesterfield, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Mason Road Wealth Advisors, LLC||St Louis, MO||Jan 2009 - Current||9|
|Bwtp P.c.||St Louis, MO||Nov 2007 - Current||10|
|Shapiro Flom LLC||St Louis, MO||Dec 2001 - Nov 2007||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management70MILLIONS
Total Number of Accounts299ACCOUNTS
Average Account Value$235,150
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
KS, MO, NY, TX