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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Schroeder is an investment advisor representative at Wealthspire Advisors, a registered investment advisor. Sheila has been in the industry for over 30 years and has extensive experience in financial planning and portfolio management. Sheila has a wide range of experience having worked for several large financial institutions such as ING Financial Markets, Lehman Brothers, and Macquarie Capital. Sheila is also a member of the Board of Trustees for the Chautauqua Foundation and co-chair of the Bay Area Leadership Council for the Center for Reproductive Rights. Sheila is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Wealthspire Advisors (SAN RAFAEL CA)
CA
08/02/2004 - 10/08/2013
MACQUARIE CAPITAL (USA) INC. (SAN FRANCISCO CA)
NY
04/30/2001 - 08/02/2004
ING FINANCIAL MARKETS LLC (NEW YORK NY)
NY
07/01/1998 - 04/30/2001
ING BARINGS LLC (NEW YORK NY)
NY
07/22/1997 - 07/01/1998
ING BARING (U.S.) SECURITIES, INC. (NEW YORK NY)
NY
01/29/1994 - 07/17/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/09/1991 - 01/06/1994
JAMES CAPEL INCORPORATED
NY
04/01/1989 - 06/06/1991
BARCLAYS DE ZOETE WEDD INCORPORATED (NEW YORK NY)
NA
04/21/1988 - 01/14/1989
BURNS FRY HOARE GOVETT INC.
NA
02/03/1984 - 06/14/1988
AETNA FINANCIAL SERVICES, INC.
NA
12/07/1987 - 04/21/1988
HOARE GOVETT INCORPORATED
NA
02/03/1984 - 10/07/1987
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 06/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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