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Jeffrey Brian Schnitzer

CRD# 2236183·Registered 1992 - 2018
Previously Registered: Being a previously registered professional could mean that Jeffrey is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jeffrey Brian Schnitzer was a registered financial advisor. Jeffrey was a previously registered financial professional and started their career in finance 1992 - 2018. Jeffrey had worked at 6 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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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Years of Experience

34 years in the financial services industry

Current & Past Employments

KRILOGY·CRD# 149046
RIA
St. Louis, MO
August 27, 2016 - January 31, 2018
OPTIMUM WEALTH MANAGEMENT, LLC·CRD# 147688
RIA
St. Louis, MO
March 21, 2011 - July 11, 2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
RIA
St. Louis, MO
August 22, 2005 - March 22, 2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
BD
St. Louis, MO
July 15, 2005 - March 22, 2011
FIRST BROKERAGE AMERICA, L.L.C.·CRD# 43431
BD
Clayton, MO
November 22, 2002 - June 30, 2005
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Chesterfield, MO
August 9, 1999 - December 2, 2002
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
July 23, 1999 - December 2, 2002
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
New York, NY
November 12, 1992 - July 28, 1999
STIFEL, NICOLAUS & COMPANY, INCORPORATED·CRD# 793
BD
St. Louis, MO
June 5, 1992 - November 17, 1992

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Current Firm

KR
KRILOGY

GSG ADVISORS LLC | NAME 605 | KRILOGY TEXAS | KRILOGY FINANCIAL LLC | KRILOGY ADVISORS LLC | KRILOGY | KPS | K PLANS | GSTLG ADVISORS LLC

CRD#: 149046 / SEC#: 801-69838
RIA
Registered Investment Advisory firm - SEC (1/12/2009 Approved)

Contact Information

Main Address

275 N. Lindbergh Ste. 20, St. Louis, MO 63141

Phone Number

(314) 884-2800

# of Employees

103

SEC notice filing (38 States and Territories)

Registered to provide investment advisory services in 38 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

11,114

AUM (Assets Under Management)

$5,195,636,468

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/11/2026Cover PageReport
11/13/2025Cover PageReport
02/27/2025Cover PageReport
10/12/2023Cover PageReport

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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

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".
KR
KRILOGY

GSG ADVISORS LLC | NAME 605 | KRILOGY TEXAS | KRILOGY FINANCIAL LLC | KRILOGY ADVISORS LLC | KRILOGY | KPS | K PLANS | GSTLG ADVISORS LLC

CRD#: 149046 / SEC#: 801-69838
RIA
Registered Investment Advisory firm - SEC (1/12/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1992About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Apr 1993About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Jun 1992About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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