Theodore SchaafCRD Number: 4537468
Current Firm: Citizens Securities, Inc.
Theodore Schaaf (CRD# 4537468) is an Investment Advisor Representative working at Citizens Securities, Inc. in Waterford, CT and has over 15 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Citizens Securities, Inc.||Waterford, CT||Aug 2017 - Current||< 1|
|Ubs Financial Services Inc.||New London, CT||Jul 2013 - Aug 2017||4|
|Ubs Financial Services Inc.||Stamford, CT||Oct 2006 - Aug 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Jan 2007|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV