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Walter Warren Schroeder

Rowayton Investment Advisors

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About Walter Warren Schroeder

Walter Schroeder is an investment advisor representative with Rowayton Investment Advisors. He is registered with the state of Connecticut and has been in the industry since 2012. Walter Schroeder has passed the Uniform Investment Adviser Law Examination and is licensed to provide investment advice to individuals. Walter Schroeder has experience working with high-net-worth individuals, and manages approximately $10,000,000 in assets. Rowayton Investment Advisors offers a variety of investment advisory services, including portfolio management for individuals. The firm's compensation arrangements include percentage of assets and performance-based fees.

Firm Information

Walter Schroeder is currently registered with Rowayton Investment Advisors. Rowayton Investment Advisors is an investment advisory firm located in Rowayton, CT. They specialize in providing portfolio management services for high-net-worth individuals. The firm has 2 investment adviser representatives and manages approximately $10 million in assets for 3 clients.

$10.00M

Assets Under Management

3

Total Clients

2

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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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Walter Schroeder’s Registration & Firm History

CT

05/24/2012 - Present

Rowayton Investment Advisors (NORWALK CT)

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Licenses & Designations

IA

Issued 05/04/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Warren Schroeder.
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