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Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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AS

Adam P. Schneiberg

SHEPHERD STREET ADVISORS
Larkspur, CA 94939
Some features on this profile are disabled
CRD#: 2169983
AS

Professional summary

Adam Phillip Schneiberg is a registered financial advisor currently at SHEPHERD STREET ADVISORS located in Larkspur, California.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Adam has worked at 12 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Adam Phillip Schneiberg'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®
None

Experience

Current

November 13, 2019 - Present

SHEPHERD STREET ADVISORS

Office #1: 900 Larkspur Landing Circle Suite 205, Larkspur, CA 94939
RIA
CRD#: 306021
Larkspur, CA
Past

December 9, 2014 - December 18, 2019

JACOBS & COMPANY, LLC

RIA
CRD#: 107674
SAN FRANCISCO, CA
Past

March 7, 2011 - December 3, 2014

BTR CAPITAL MANAGEMENT INC

RIA
CRD#: 105195
OAKLAND, CA
Past

April 28, 2009 - November 17, 2010

STRUCTURAL

RIA
CRD#: 140134
SAN FRANCISCO, CA
Past

November 22, 2006 - February 4, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SAN FRANCISCO, CA
Past

September 12, 2006 - February 4, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SAN FRANCISCO, CA
Past

February 10, 2005 - April 6, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN FRANCISCO, CA
Past

January 21, 2005 - April 6, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 6, 2004 - January 3, 2005

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
NEW YORK, NY
Past

September 4, 2002 - February 6, 2004

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

September 1, 1998 - August 12, 2002

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

October 1, 1997 - September 1, 1998

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA
Past

February 27, 1996 - October 1, 1997

ROBERTSON, STEPHENS & COMPANY LLC

BD
CRD#: 7730
SAN FRANCISCO, CA
Past

November 22, 1991 - March 22, 1994

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

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".
SS
SHEPHERD STREET ADVISORS
SHEPHERD STREET ADVISORS | SHEPHERD STREET ADVISORS LLC

CRD#: 306021 / SEC#: 801-132376

RIA
Registered Investment Advisory firm - (4/10/2025 Approved)
California
Registered Investment Advisory firm - (5/22/2025 Terminated)
Maryland
Registered Investment Advisory firm - (6/4/2025 Terminated)
Texas
Registered Investment Advisory firm - (4/22/2025 Terminated)

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
California
(11/13/2019)
IAR
Maryland
(1/3/2022)
IAR
Texas
(9/13/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/11/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/18/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/20/1991
General Securities Representative Examination

Current Firm

SS
SHEPHERD STREET ADVISORS
SHEPHERD STREET ADVISORS | SHEPHERD STREET ADVISORS LLC

CRD#: 306021 / SEC#: 801-132376

RIA
Registered Investment Advisory firm - (4/10/2025 Approved)
California
Registered Investment Advisory firm - (5/22/2025 Terminated)
Maryland
Registered Investment Advisory firm - (6/4/2025 Terminated)
Texas
Registered Investment Advisory firm - (4/22/2025 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
900 Larkspur Landing Circle Suite 205, Larkspur, CA 94939
Mailing Address
Phone number
(415) 780-8758
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 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

SSA FORM ADV PART 2 - 2020122 (3/10/2026)

Regulatory assets under management

Total Number of Accounts182
AUM (Assets Under Management)$ 126,244,796

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

SHEPHERD STREET ADVISORS

CRD#: 306021Larkspur, CA 94939

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Client Complaints
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