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Jeffrey Robert Schier

Wall Street Access

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About Jeffrey Robert Schier

Jeffrey Robert Schier is a financial advisor with over 25 years of experience in the industry. Jeffrey is currently registered with Wall Street Access and has held previous roles at firms including CG Capital Markets, LLC, Capital Guardian, LLC, Gates Capital Corporation, SAMCO Capital Markets, INC., Assent LLC, Hapoalim Securities USA, INC., Herzog, Heine, Geduld, INC., McFadden, Farrell & Smith, INC., and Investors Associates, INC. Jeffrey holds a Series 7, 62, 63, 55 and SIE license.

Firm Information

Jeffrey Schier is currently registered with Wall Street Access. Wall Street Access is a partnership formed in February 1981. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. They have been involved in 10 regulatory events and 15 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

32

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.

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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Jeffrey Schier’s Registration & Firm History

NY

10/29/2018 - Present

Wall Street Access (NEW YORK NY)

NY

07/30/2015 - 10/29/2018

CG CAPITAL MARKETS, LLC (New York NY)

NY

05/16/2014 - 07/30/2015

CAPITAL GUARDIAN, LLC (New York NY)

NY

01/09/2012 - 03/03/2014

GATES CAPITAL CORPORATION (NEW YORK NY)

NY

01/04/2010 - 01/03/2012

SAMCO CAPITAL MARKETS, INC. (NEW YORK NY)

NY

03/12/2008 - 06/10/2009

ASSENT LLC (NEW YORK NY)

NY

06/27/2001 - 01/28/2008

HAPOALIM SECURITIES USA, INC. (NEW YORK NY)

NY

04/23/1997 - 06/27/2001

HERZOG, HEINE, GEDULD, INC. (NEW YORK NY)

NY

04/26/1996 - 01/01/1997

MCFADDEN, FARRELL & SMITH, INC. (NEW YORK NY)

NJ

12/13/1995 - 05/23/1996

INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)

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Licenses & Designations

BC

Issued 12/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/19/1997

Series 7 - General Securities Representative Examination

BC

Issued 12/12/1995

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeffrey Robert Schier.
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