Michael SchimmelCRD Number: 4568316
Current Firm: Wealthcare Advisory Partners LLC
Michael Schimmel (CRD# 4568316) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Leesburg, VA and has over 13 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|Lpl Financial LLC||Leesburg, VA||Oct 2019 - Current||1|
|Wealthcare Advisory Partners Llc (dba: Fellows Financial Group)||Leesburg, VA||Oct 2019 - Current||1|
|Unemployed||Purcellville, VA||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|
|Hsbc Bank Usa, N.a.||Fairfax, VA||Dec 2010 - Jul 2013||2|
|Hsbc Securities (usa) Inc.||Fairfax, VA||Dec 2010 - Jul 2013||2|
|Wachovia Bank, N.a.||Centreville, VA||Dec 2009 - Dec 2010||1|
|Wachovia Securities, LLC||Centreville, VA||Dec 2009 - Dec 2010||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management1,660MILLIONS
Total Number of Accounts6,464ACCOUNTS
Average Account Value$256,817
- 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, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MD, ME, MI, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
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