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Ann Goldschmidt Schnorrenberg

Ann G. Schnorrenberg

WITHUM WEALTH MANAGEMENT
MCLEAN, VA 22102
Some features on this profile are disabled
CRD#: 1678943
Ann Goldschmidt Schnorrenberg

Professional summary

Ann Goldschmidt Schnorrenberg, CFP®, who also goes by Ann M Goldschmidt, Ann M Goldschmidt, Ann Marie Goldschmidt, Ann G Schnorrenberg, is a registered financial advisor currently at WITHUM WEALTH MANAGEMENT located in Mclean, Virginia and PINNACLE ASSOCIATES, LTD. located in Bethesda, Maryland.

Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ann has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ann M Goldschmidt | Ann M Goldschmidt | Ann Marie Goldschmidt | Ann G Schnorrenberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Goldschmidt Schnorrenberg's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

June 19, 2020 - Present

WITHUM WEALTH MANAGEMENT

Office #1: 1800 Tysons Blvd Suite 380, Mclean, VA 22102
RIA
CRD#: 158332
MCLEAN, VA
Current

April 4, 2024 - Present

PINNACLE ASSOCIATES, LTD.

Office #1: 4600 East West Highway, Bethesda, MD 20814
RIA
CRD#: 110631
Bethesda, MD
Past

March 6, 2017 - March 13, 2020

SAVANT WEALTH MANAGEMENT

RIA
CRD#: 107271
MCLEAN, VA
Past

January 13, 2016 - March 15, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
ALEXANDRIA, VA
Past

November 13, 2015 - March 16, 2017

MONUMENT WEALTH MANAGEMENT

RIA
CRD#: 159882
ALEXANDRIA, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PINNACLE ASSOCIATES, LTD.
PINNACLE ASSOCIATES INVESTMENTS | PINNACLE ASSOCIATES, LTD. | PINNACLE ASSOCIATES, INC. (NY) | PINNACLE ASSOCIATES LTD. CORP. | PINNACLE ASSOCIATES LTD (NY)

CRD#: 110631 / SEC#: 801-20841

RIA
Registered Investment Advisory firm - (3/16/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Maryland
(6/19/2020)
IAR
Texas
(11/1/2022)
IAR
Virginia
(11/13/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/11/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/15/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/13/2016
General Securities Representative Examination

Current Firm

PA
PINNACLE ASSOCIATES, LTD.
PINNACLE ASSOCIATES INVESTMENTS | PINNACLE ASSOCIATES, LTD. | PINNACLE ASSOCIATES, INC. (NY) | PINNACLE ASSOCIATES LTD. CORP. | PINNACLE ASSOCIATES LTD (NY)

CRD#: 110631 / SEC#: 801-20841

RIA
Registered Investment Advisory firm - (3/16/1984 Approved)
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Contact information

Main Address
286 Madison Avenue 20th Floor, New York, NY 10017
Mailing Address
Phone number
(212) 652-3200
Established
Firm type
Fiscal year end
# of Employees
70

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PINNACLE ASSOCIATES LTD. FORM ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts6,429
AUM (Assets Under Management)$ 9,866,562,515

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
01/14/2025
Cover Page
Report
01/11/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PINNACLE ASSOCIATES, LTD.

CRD#: 110631Mclean, VA 22102

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