Marc Benjamin Schindler
CFP®Professional Summary
Marc Benjamin Schindler, CFP®, who also goes by Market Schindler, is a registered financial advisor currently at PIVOT POINT ADVISORS, LLC located in Bellaire, Texas. Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Marc has worked at 6 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Education Funding
- Business Services
- Financial Planning
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
Specializations
Biography
Pivot Point Advisors openly embraces innovation, but at the same time, typifies traditional values of honesty, transparency and mutual trust that come with a personal relationship and deep understanding of its clients’ needs. Investors find in Pivot Point Advisors a partner who matches highly analytical reasoning with a personal touch, to provide the key ingredients for long-term success; rational decisions and disciplined implementation using robust investment strategies. With the right acumen, paired with its proprietary...
Other Aliases
Market Schindler
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
PIVOT POINT ADVISERS, LLC | SCHINDLER/GREMM ADVISORS, LLC | PIVOT POINT ADVISORS, LLC
Contact Information
Main Address
5959 West Loop South Suite 333, Bellaire, TX 77401Phone Number
(713) 715-7000# of Employees
3SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
305AUM (Assets Under Management)
$141,671,752Similar Advisors
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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.
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Primary Firm SEC Registration
PIVOT POINT ADVISERS, LLC | SCHINDLER/GREMM ADVISORS, LLC | PIVOT POINT ADVISORS, LLC
State Registrations and Notice Filings
(5/28/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Marc Benjamin Schindler's CRS (Customer Relationship Summary).
Services Offered by Marc
- Investment Management
- Education Funding
- Business Services
- Financial Planning
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
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