Bethany Schmittel, financial advisor Pepper Pike OH
93 score

Bethany Schmittel

CRD Number: 5357498
Current Firm: Wells Fargo Advisors, LLC

Bethany Schmittel (CRD# 5357498) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Pepper Pike, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Pepper Pike, OH Oct 2015 - Current 1
Pnc Investments Cleveland, OH Oct 2013 - Oct 2015 2
Unemployed Chagrin Falls, OH Jul 2013 - Oct 2013 < 1
Federated Global Investment Management Corp. New York, NY Jan 2013 - Jul 2013 < 1
Federated Investors, Inc. Pittsburgh, PA Jan 2013 - Jul 2013 < 1
Federated Securities Corp. Pittsburgh, PA Jan 2013 - Jul 2013 < 1
Federated Investment Counseling Pittsburgh, PA Jan 2013 - Jul 2013 < 1
Mdt Advisers, A Division Of Federated Mdta LLC Boston, MA Jan 2013 - Jul 2013 < 1
Unemployed Sewickley, PA Aug 2011 - Jan 2013 1
Wachovia Securities, LLC Beachwood, OH Jul 2008 - Jul 2011 3
Ubs Financial Services Inc. Cleveland, OH May 2007 - Jul 2008 1
Gino's Jewelers Inc. Cleveland, OH Jul 1997 - May 2007 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Bethany A. Schmittel
Phone Number: 314-875-3000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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