Robert Schneider, financial advisor The Woodlands TX
86 score

Robert Schneider

CRD Number: 1813448
Current Firm: Beaumont Financial Partners LLC

Robert Schneider (CRD# 1813448) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in The Woodlands, TX and has over 24 years of experience in the finance industry. Robert Schneider 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
Beaumont Financial Partners, LLC Wellesley Hills, MA Apr 2013 - Current 3
Fidelity Brokerage Services, Inc. Spring, TX Oct 1995 - Feb 2013 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S66 NASAA Uniform Combined State Law Examination Nov 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert D. Schneider
Phone Number: 781-400-2800
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    1,395
    MILLIONS
  • Total Number of Accounts
    2,816
    ACCOUNTS
  • Average Account Value
    $495,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VT, WI

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BADGES
86

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