John Schmiedel (CRD# 1859628) is an Investment Advisor Representative working at Stamos Capital Partners, LP in Menlo Park, CA and has over 24 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stamos Capital Partners, LP | Menlo Park, CA | Oct 2015 - Current | 8 |
| Homemaking | Guilford, CT | Jan 2015 - Sep 2015 | < 1 |
| Diastole Wealth Management | Guilford, CT | Jul 2014 - Jan 2015 | < 1 |
| Homemaking | Guilford, CT | Jul 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- CA
-
Total Assets Under Management6,109MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$290,892,565
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA
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