Unclaimed
Marc Schneidman is a registered investment advisor representative with Aquilo Capital Management, LLC. Marc has been in the securities industry since 2009. Marc's prior experience includes serving as director of Biotica Technology, Ltd., a private biotechnology company located in Cambridge, England. Marc holds a Series 63, Series 65 and Series 7 license. Marc is registered in California and has a total of 4 accounts under management.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Performance-based profit allocations
1
2
CA
06/29/2010 - Present
Aquilo Capital Management, LLC (SAN FRANCISCO CA)
CA
03/19/2009 - 10/04/2010
AQUILO PARTNERS, L.P. (SAN FRANCISCO CA)
IA
Issued 06/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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