Todd SchneiderCRD Number: 5973578
Current Firm: Precision Capital Management
Todd Schneider (CRD# 5973578) is an Investment Advisor Representative working at Precision Capital Management in Southlake, TX and has over 6 years of experience in the finance industry.
Khp Capital LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Cutter Financial Group LLC||Southlake, TX||Nov 2017 - Current||< 1|
|Precision Capital Management||Falmouth, MA||Feb 2015 - Current||3|
|Schneider Wealth Management, LLC||Southlake, TX||Aug 2011 - Current||6|
|Todd A. Schneider, Sp||Southlake, TX||Dec 2000 - Current||17|
|Horter Investment Management||Southlake, TX||Aug 2011 - Feb 2015||3|
|National Insurance Network & Bus. Services, LLC||Southlake, TX||Jan 2004 - Dec 2013||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management216MILLIONS
Total Number of Accounts2,291ACCOUNTS
Average Account Value$94,087
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, FL, GA, IN, LA, MA, MN, NC, NY, OH, SC, TX, UT
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