Adam Schneiberg, financial advisor Larkspur CA

Adam Schneiberg

CRD Number: 2169983
Current Firm: Shepherd Street Advisors

Adam Schneiberg (CRD# 2169983) is an Investment Advisor Representative working at Shepherd Street Advisors in Larkspur, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Shepherd Street Advisors LLC Larkspur, CA Sep 2019 - Current 4
Jacobs & Company, LLC San Francisco, CA Nov 2014 - Nov 2019 5
Btr Capital Management, Inc. San Francisco, CA Aug 2010 - Nov 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Adam P. Schneiberg
Phone Number: 415-780-8758
Registered State(s):
  • CA
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $562,306
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, MD, TX

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