Robert SchneiderCRD Number: 2193351
Current Firm: Bryn Mawr Capital Management, LLC
Robert Schneider (CRD# 2193351) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Philadelphia, PA and has over 29 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|West Capital Management||Philadelphia, PA||Sep 2019 - Current||4|
|United Capital Financial Advisers, Llc - A Goldman Sachs Company||Newport Beach, CA||Feb 2019 - Sep 2019||< 1|
|Conservest Capital Advisors, Inc.||Wynnewood, PA||Jul 2000 - Feb 2019||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1993|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management2,726MILLIONS
Total Number of Accounts2,793ACCOUNTS
Average Account Value$975,954
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, MA, MD, MN, NH, NJ, NY, PA, TX, VA
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