Robert J. Schneider
Professional summary
Robert Joseph Schneider, who also goes by Rob Schneider, is a registered financial advisor currently at BRYN MAWR TRUST ADVISORS, LLC located in Philadelphia, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Schneider's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 22, 2019 - Present
BRYN MAWR TRUST ADVISORS, LLC
Office #1: 1818 Market Street 22nd Floor, Philadelphia, PA 19103March 15, 2019 - February 12, 2020
UNITED CAPITAL FINANCIAL ADVISORS
August 15, 2000 - February 28, 2019
CONSERVEST CAPITAL ADVISORS INC
June 30, 1992 - July 24, 2000
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
BRYN MAWR TRUST ADVISORS, LLC
CRD#: 285359 / SEC#: 801-108434
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/20/2019)
(12/20/2019)
(10/22/2019)
(12/22/2019)
(12/20/2019)
Exams
Current Firm
BRYN MAWR TRUST ADVISORS, LLC
CRD#: 285359 / SEC#: 801-108434
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,371 |
| AUM (Assets Under Management) | $ 3,011,732,671 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/13/2024 | ||
| 04/09/2024 | ||
| 02/27/2023 |
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.
