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Gregory David Schneiderman

Gresham Partners, LLC

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About Gregory David Schneiderman

Gregory Schneiderman is a financial professional with over 20 years of experience in the industry. Gregory has held positions at Morgan Stanley, A. G. Edwards & Sons, Inc., and Aurora Investment Management, before joining Gresham Partners, LLC. He is a Chartered Financial Analyst and has a Series 7, Series 62, and Series 63 licenses. Gregory's primary focus is on providing wealth management services, including financial planning and portfolio management. He specializes in managing portfolios for high-net-worth individuals and pooled investment vehicles. Gregory Schneiderman has been registered with the state of Louisiana as an Investment Advisor Representative since 2019.

Firm Information

Gregory Schneiderman is currently registered with Gresham Partners, LLC. Gresham Partners, LLC is a Chicago, IL-based investment advisor with regulatory assets under management (AUM) of $10,381,704,421. The firm provides various wealth management services, financial planning, and selection of other advisors. They manage portfolios for pooled investment vehicles and have clients including charitable organizations, high-net-worth individuals, and pooled investment vehicles.
Gresham Partners, LLC

333 W. WACKER DRIVE

CHICAGO, IL 60606

$10.38B

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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various wealth management services

Various wealth management services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gregory Schneiderman’s Registration & Firm History

IL

06/21/2019 - Present

Gresham Partners, LLC (Chicago IL)

NY

10/02/2002 - 01/24/2006

MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)

NY

04/21/2004 - 03/28/2005

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

MO

03/22/2000 - 07/09/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 01/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/21/2000

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory David Schneiderman.
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