Robert SchneiderCRD Number: 5510116
Current Firm: Cadaret Grant & Co Inc.
Robert Schneider (CRD# 5510116) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Kenosha, WI and has over 10 years of experience in the finance industry.
Jordan Financial Life Planning
Financial Service Group Inc.
D.h. Hill Advisors, Inc.
|Eighth Avenue Advisors||Kenosha, WI||Nov 2015 - Current||1|
|Cadaret, Grant & Company, Inc.||Kenosha, WI||Mar 2008 - Current||9|
|Unemployed||Kenosha, WI||Mar 2006 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S65||NASAA Investment Advisors Law Examination||Jan 2007|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV