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Todd Aaron Schneider

Golden State Equity Partners, LLC

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About Todd Aaron Schneider

Todd Aaron Schneider is an Investment Advisor Representative at Golden State Equity Partners, LLC. Todd has been in the securities industry since August 2011. Todd is registered with the state of Texas.

Firm Information

Todd Schneider is currently registered with Golden State Equity Partners, LLC. Golden State Equity Partners, LLC is a wealth management firm headquartered in SOUTH COAST METRO, CA. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. They manage approximately $743,725,447 in assets for 4,106 clients. Their client base includes high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm participates in a wrap fee program.
Golden State Equity Partners, LLC

201 E. SANDPOINTE AVE

SOUTH COAST METRO, CA 92707

$743.73M

Assets Under Management

Not reported

Total Clients

21

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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other

Financial planning fees

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Todd Schneider’s Registration & Firm History

CA

09/16/2022 - Present

Golden State Equity Partners, LLC (SOUTH COAST METRO CA)

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Licenses & Designations

IA

Issued 07/24/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Aaron Schneider.
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