Gregory SchneidermanCRD Number: 3262684
Current Firm: Gresham Partners, LLC
Gregory Schneiderman (CRD# 3262684) is an Investment Advisor Representative working at Gresham Partners, LLC in Chicago, IL and has over 18 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Gresham Partners||Chicago, IL||Aug 2016 - Current||5|
|Unemployed||Chicago, IL||Jul 2016 - Aug 2016||< 1|
|Aurora Investment Management||Chicago, IL||Aug 2008 - Jun 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
Total Assets Under Management8,098MILLIONS
Total Number of Accounts199ACCOUNTS
Average Account Value$40,695,531
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CT, FL, IL, LA, MI, NY, TX
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