Donald Schreiber, financial advisor Red Bank NJ
96 score

Donald Schreiber

CRD Number: 1076885
Current Firm: Wbi Investments, Inc.

Donald Schreiber (CRD# 1076885) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 23 years of experience in the finance industry. Donald Schreiber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Absolute Shares Trust Red Bank, NJ Jun 2014 - Current 2
Millington Securities Inc. Red Bank, NJ Dec 2013 - Current 3
Hartshorne Group, Inc. Red Bank, NJ Apr 2008 - Current 8
Advisor Toolbox, Inc. Red Bank, NJ Jul 2005 - Current 11
Wbi Investments Inc. Red Bank, NJ Sep 1984 - Current 32
Raymond C. Forbes & Company, Inc. New York, NY May 2011 - Jun 2014 3
Quasar Distributors, LLC Milwaukee, WI Dec 2010 - May 2011 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1993
S63 Uniform Securities State Law Examination Jun 2015
Contact Info for Donald R. Schreiber
Phone Number: 732-842-4920
Firm Website: http://www.wbishares.com
Registered State(s):
  • AZ
  • NJ
By the Numbers
  • Total Assets Under Management
    3,069
    MILLIONS
  • Total Number of Accounts
    11,686
    ACCOUNTS
  • Average Account Value
    $262,596
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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