PS
Paul L. Schneider
AMERITAS ADVISORY SERVICES
Rockville, MD 20852
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CRD#: 2613402
PS
Professional summary
Paul Louis Schneider, who also goes by Paul Schneider, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Rockville, Maryland and AMERITAS INVESTMENT COMPANY, LLC located in Rockville, Maryland.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Paul has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Schneider
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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * VECTOR FINANCIAL ADVISORS LLC; 4031 UNIVERSITY DR STE 100, FAIRFAX VA 22030; INV REL; BUSINESS CONSULTING; MANAGING DIRECTOR; START DATE=07/2009; HRS/MO=40; TRADING HRS/MO=40; PERSONAL FINANCIAL PLANNING, RISK MANAGEMENT, BUSINESS CONSULTING & MANAGE THE FIRM * ACACIA FINANCIAL ADVISORS LLC; SAME AS BRANCH; INV REL; REPRESENTATIVE; START DATE=09/2008; HRS/MO=120; TRADING HRS/MO=80; SALES * Vector Recovery Group, LLC dba Vector Analytics; 4031 University Dr Ste 100, Fairfax VA 22030; non-inv rel; consulting and financial analysis pursuant to small business clients on performance management; Managing Director; start date=11/2006; hrs/mo=16; trading hrs/mo=16; help small businesses purchase other small businesses, help determine value of business for sale, help small businesses develop performance management systems
CRS (Client Relationship Summary) - RIA
Click below to view Paul Louis Schneider'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®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 3204 Tower Oaks Blvd Ste 208, Rockville, MD 20852RIA
CRD#: 317245
Rockville, MD
Current
December 8, 2008 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 3204 Tower Oaks Blvd Ste 208, Rockville, MD 20852BD
CRD#: 14869
Rockville, MD
Past
March 4, 2009 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
Fairfax, VA
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".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)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.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
Colorado(3/12/2013)
RR
District of Columbia(12/8/2008)
RR
Florida(12/8/2008)
RR
Kentucky(12/6/2011)
RR
Maryland(12/8/2008)
IAR
Maryland(11/1/2021)
RR
Ohio(12/2/2022)
RR
Virginia(12/11/2008)
IAR
Virginia(11/1/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
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.
