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Kyle Patrick Schneider

Chatterton & Associates

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About Kyle Patrick Schneider

Kyle Patrick Schneider is a financial advisor who has been in the industry since 1997. Kyle is currently registered with Chatterton & Associates. Kyle's practice specializes in helping individuals and families with their financial planning needs. Kyle provides a variety of services, including financial planning, investment management, and educational seminars. Kyle holds the Series 63, 7 and 52 licenses. Kyle is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC).

Firm Information

Kyle Schneider is currently registered with Chatterton & Associates. Chatterton & Associates is a Registered Investment Advisor based in Anaheim, CA. They specialize in providing financial planning, educational seminars, and portfolio management for individuals and high-net-worth individuals. The firm also publishes periodicals and helps select other advisors. Chatterton & Associates manages over $1 billion in assets for approximately 2,750 clients.
Chatterton & Associates

3061 E. LA PALMA AVE.

ANAHEIM, CA 92806

$1.05B

Assets Under Management

Not reported

Total Clients

4

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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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 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Kyle Schneider’s Registration & Firm History

CA

02/03/2025 - Present

Chatterton & Associates (ANAHEIM CA)

MI

08/20/1997 - 12/16/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BC

Issued 09/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/19/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kyle Patrick Schneider. Review regulatory record here.
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