linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Joseph Schneider

Bryn Mawr Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Joseph Schneider

Robert Joseph Schneider is an investment advisor representative at Bryn Mawr Capital Management, LLC. Robert has been in the securities industry since June 1992 and has a combined 30+ years of experience in the industry. Robert is currently registered with the following states: California, Delaware, Florida, Pennsylvania, Texas and Virginia. Robert holds the Series 6, 7, 63 and 65 licenses and has worked at various financial institutions including Vanguard Marketing Corporation, United Capital Financial Advisers, LLC, West Capital Management, and Conservest Capital Advisors, Inc.

Firm Information

Robert Schneider is currently registered with Bryn Mawr Capital Management, LLC. Bryn Mawr Capital Management, LLC is an investment advisor registered with the SEC. The firm, based in Philadelphia, PA, offers a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $3 billion in assets for high-net-worth individuals, charitable organizations, pensions and profit-sharing plans, corporations, and other investment advisors.
Bryn Mawr Capital Management, LLC

1818 MARKET STREET

PHILADELPHIA, PA 19103

$3.04B

Assets Under Management

322

Total Clients

43

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services

Sub-advisory services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Schneider’s Registration & Firm History

PA

12/20/2019 - Present

Bryn Mawr Capital Management, LLC (PHILADELPHIA PA)

PA

06/30/1992 - 07/24/2000

VANGUARD MARKETING CORPORATION (MALVERN PA)

Not sure if Robert Joseph Schneider is right for you?

Licenses & Designations

IA

Issued 12/14/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/1998

Series 7 - General Securities Representative Examination

BC

Issued 06/29/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Joseph Schneider.
Not sure if Robert Joseph Schneider is right for you?