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Keith Peter Schneider

Weild & Co.

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About Keith Peter Schneider

Keith Peter Schneider is a financial professional with over 20 years of experience in the financial services industry. Keith is currently registered with Weild & Co. and holds Series 7, 24, 62, 63, 82, and 99 licenses. Keith previously worked for 1ST Bridgehouse Securities, LLC, CGIS Securities LLC, NFP Securities, Inc., Bentley Securities Corporation, and Safdie Investment Services Corp.

Firm Information

Keith Schneider is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

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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Keith Schneider’s Registration & Firm History

NY

11/09/2018 - Present

Weild & Co. (NEW YORK NY)

FL

01/29/2015 - 12/01/2016

1ST BRIDGEHOUSE SECURITIES, LLC (MIAMI FL)

FL

09/01/2011 - 05/02/2013

CGIS SECURITIES LLC (MIAMI FL)

LA

04/14/2009 - 11/02/2009

NFP SECURITIES, INC. (LAFAYETTE LA)

NY

02/12/2008 - 12/31/2008

BENTLEY SECURITIES CORPORATION (NEW YORK NY)

NY

10/31/2003 - 06/30/2006

SAFDIE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

05/07/2003 - 11/04/2003

BENTLEY SECURITIES CORPORATION (NEW YORK NY)

CT

05/21/1998 - 01/10/2002

ABN AMRO INCORPORATED (STAMFORD CT)

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Licenses & Designations

BC

Issued 01/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 12/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Peter Schneider.
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