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Timothy James Schneider

"tate Asset Management" AND "dco Wealth Management"

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About Timothy James Schneider

Timothy Schneider is a financial advisor with tate Asset Management and dco Wealth Management. Timothy has been in the industry since 2002 and has a wide range of experience in the financial services industry. Timothy provides financial planning and portfolio management services to individuals, high net worth individuals, and pension and profit-sharing plans. He is also a Certified Financial Planner.

Firm Information

Timothy Schneider is currently registered with "tate Asset Management" AND "dco Wealth Management". Tate Asset Management is an investment advisory firm located in Rancho Santa Fe, CA, and provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They also provide selection of other advisors services. The firm has 2 licensed agents, 5 investment advisor representatives, and manages over $274 million in assets.
"tate Asset Management" AND "dco Wealth Management"

5531 CANCHA DE GOLF

RANCHO SANTA FE, CA 92091

$274.13M

Assets Under Management

Not reported

Total Clients

5

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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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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fixed fees

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

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percentage of assets

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

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Timothy Schneider’s Registration & Firm History

CA

07/10/2013 - Present

"tate Asset Management" AND "dco Wealth Management" (SAN DIEGO CA)

CA

06/01/2009 - 05/10/2011

MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)

CA

07/31/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)

CA

10/28/2005 - 07/31/2008

UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)

NY

03/25/2002 - 12/16/2004

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/19/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 04/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy James Schneider.
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