Martin Schneider, financial advisor Hamden CT
93 score

Martin Schneider

CRD Number: 1066306
Current Firm: Lpl Financial LLC

Martin Schneider (CRD# 1066306) is an Investment Advisor Representative working at Lpl Financial LLC in Hamden, CT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Santander Securities LLC Guaynabo, PR Jun 2014 - Current 2
Santander Bank Na Wethersfield, CT May 2014 - Current 2
Lpl Financial LLC Hartford, CT Oct 2011 - May 2014 2
Webster Investments Larchmont, NY May 2010 - May 2014 4
Uvest Financial Services Group, Inc. Charlotte, NC May 2010 - May 2014 4
Wachovia Securities, LLC Ansonia, CT Feb 2009 - May 2010 1
Ubs Financial Services Inc. Stamford, CT Jan 2006 - Feb 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Martin Y. Schneider
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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