Michael Schimmel, financial advisor West Chester PA

Michael Schimmel

CRD Number: 4568316
Current Firm: Wealthcare Advisory Partners LLC

Michael Schimmel (CRD# 4568316) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Arkadios Capital Atlanta, GA Jun 2023 - Current < 1
Wealthcare Advisory Partners Llc (dba: Fellows Financial Group) Leesburg, VA Oct 2019 - Current 4
Coastal Equities, Inc. Wilmington, DE Sep 2022 - Jun 2023 < 1
Lpl Financial LLC Leesburg, VA Oct 2019 - Sep 2022 2
Mccallum Sauber Lanham, MD Jan 2019 - Oct 2019 < 1
Hsbc Bank Usa N.a. Mclean, VA Oct 2015 - Jan 2019 3
Hsbc Securities (usa) Inc. Mclean, VA Oct 2015 - Jan 2019 3
Hsbc Bank Usa N.a. Reston, VA Aug 2013 - Sep 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Michael A. Schimmel
Phone Number: 804.644.4711
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    3,907
    MILLIONS
  • Total Number of Accounts
    16,562
    ACCOUNTS
  • Average Account Value
    $235,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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