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Julie Ann Schneider

D.a. Davidson & Co.

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About Julie Ann Schneider

Julie Ann Schneider is a registered investment advisor representative with D.a. Davidson & Co. Julie has been active in the industry for over 35 years. Julie Ann's experience spans several firms, including Manning & Napier Investor Services, Inc., Davis Distributors, LLC, and Delaware Distributors, L.P.. Julie Ann Schneider is a licensed investment advisor representative in Washington and holds Series 7, 24, 63 and 66 securities licenses. Julie Ann also holds the SIE license.

Firm Information

Julie Schneider is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Julie Schneider’s Registration & Firm History

WA

03/16/2022 - Present

D.a. Davidson & Co. (Vancouver WA)

NY

04/15/2013 - 02/04/2022

MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)

AZ

12/11/2000 - 10/29/2012

DAVIS DISTRIBUTORS, LLC (TUCSON AZ)

PA

05/09/1997 - 12/12/2000

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

NA

07/15/1993 - 08/12/1997

VOYAGEUR INVESTMENTS, INC.

MN

05/16/1991 - 11/02/1994

FORTIS INVESTORS, INC. (OAKDALE MN)

NA

05/09/1988 - 02/21/1991

DAIN BOSWORTH INCORPORATED

NA

11/05/1987 - 02/26/1988

ITS CAPITAL, INC.

MN

12/11/1985 - 10/22/1987

FIRST CORPORATE SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/1987

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Julie Ann Schneider.
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