Richard Schneiderman (CRD# 1002223) is an Investment Advisor Representative working at Gms Group in East Hanover, NJ and has over 29 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Gms Group, L.l.c | East Hanover, NJ | Dec 2019 - Current | 4 |
| The Gms Group, LLC | Livingston, NJ | May 2009 - Dec 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management177MILLIONS
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Total Number of Accounts5ACCOUNTS
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Average Account Value$35,460,080
- A percentage of assets under your management
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NJ
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