Eric Schneider, financial advisor Houston TX
89 score

Eric Schneider

CRD Number: 6288983
Current Firm: H.d. Vest Advisory Services, Inc.

Eric Schneider (CRD# 6288983) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisory Services Houston, TX Jun 2014 - Current 2
Alfred W. Zientek & Company, P.c. Houston, TX Jan 2014 - Current 2
H.d.vest Investment Services Houston, TX Jan 2001 - Current 15
Unemployed Houston, TX Oct 2013 - Dec 2013 < 1
Tesi Group LLC Houston, TX Jul 2013 - Sep 2013 < 1
Penske Truck Leasing Houston, TX Jan 2008 - Jun 2008 < 1
Penske Truck Leasing Houston, TX Sep 2006 - Dec 2007 1
Penske Truck Leasing Houston, TX Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Eric J. Schneider
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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