James H. Scheidt
Professional summary
Being a previously registered professional could mean that this person 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.
James Henry Scheidt, who also goes by Jim Scheidt, was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 1994. James had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 29, 2008 - October 30, 2009
CORNERSTONE SELECT ADVISORS, LLC
September 16, 2004 - December 31, 2015
SAXONY CAPITAL MANAGEMENT, LLC
March 5, 2002 - December 31, 2015
SAXONY SECURITIES, INC.
February 5, 1998 - October 1, 2001
EISNER SECURITIES, INC.
December 15, 1994 - February 5, 1998
WALNUT STREET SECURITIES, INC.
Primary Firm SEC Registration
CORNERSTONE SELECT ADVISORS, LLC
CRD#: 144044 / SEC#: 801-113472
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CORNERSTONE SELECT ADVISORS, LLC
CRD#: 144044 / SEC#: 801-113472
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 465 |
| AUM (Assets Under Management) | $ 234,036,242 |
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.
