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PS

Paul E. Schneir

EDGEPOINT CAPITAL ADVISORS LLC
Beachwood, OH 44122
Some features on this profile are disabled
CRD#: 1960399
PS

Professional summary

Paul Eric Schneir is a registered financial professional currently at EDGEPOINT CAPITAL ADVISORS LLC located in Beachwood, Ohio.

Paul is registered as a RR (Registered Representative) and started their career in finance in 1990. Paul has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Paul Eric Schneir's 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®
None

Experience

Current

February 24, 2021 - Present

EDGEPOINT CAPITAL ADVISORS LLC

Office #1: 2000 Auburn Drive, Suite 330, Beachwood, OH 44122
BD
CRD#: 143695
Beachwood, OH
Past

September 29, 2006 - March 11, 2019

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

May 16, 2001 - March 6, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

November 9, 1998 - July 26, 1999

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

September 12, 1996 - November 9, 1998

KEY CAPITAL MARKETS, INC.

BD
CRD#: 39832
CLEVELAND, OH
Past

May 5, 1993 - August 29, 1996

CARLETON, MCCREARY, HOLMES & CO.

BD
CRD#: 31577
Past

September 4, 1990 - January 20, 1993

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 25, 1990 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(2/24/2021)
RR
Ohio
(2/24/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 1/9/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/28/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/1/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

EC
EDGEPOINT CAPITAL ADVISORS LLC
EDGEPOINT CAPITAL ADVISORS LLC

CRD#: 143695 / SEC#: , 8-67594

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
2000 Auburn Drive, Suite 330, Beachwood, OH 44122
Mailing Address
2000 Auburn Drive Suite 330, Beachwood, OH 44122
Phone number
(216) 831-2430
Established
Ohio since 10/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
EP HOLDCO CORPSHAREHOLDER OF CLASS A SHARES OF EDGEPOINT CAPITAL ADVISORS LLC
KEEFE, MATTHEW FRANCISSHAREHOLDER OF CLASS B SHARES OF EDGEPOINT CAPITAL ADVISORS LLC5064000
STAFFORD, THOMAS GORDON JRSHAREHOLDER OF CLASS B SHARES OF EDGEPOINT CAPITAL ADVISORS LLC4506126
HERUBIN, JOHN FELIXMANAGING DIRECTOR/CCO4343060
ZUCKER, THOMAS CHARLESPRESIDENT, FINOP

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

EDGEPOINT CAPITAL ADVISORS LLC

CRD#: 143695Beachwood, OH 44122

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