Kyle Patrick Schneider
CFP®, ChFC®Professional Summary
Kyle Patrick Schneider, CFP®, ChFC® is a registered financial advisor currently at CHATTERTON & ASSOCIATES located in Anaheim, California and OSAIC WEALTH, INC. located in Anaheim, California. Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Kyle has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 52 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
CHATTERTON & ASSOCIATES | CHATTERTON & ASSOCIATES, WEALTH MANAGEMENT TEAM | CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.
Contact Information
Main Address
3061 E. La Palma Ave., Anaheim, CA 92806Phone Number
(714) 572-2050# of Employees
31SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,908AUM (Assets Under Management)
$1,328,162,191Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CHATTERTON & ASSOCIATES | CHATTERTON & ASSOCIATES, WEALTH MANAGEMENT TEAM | CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.
State Registrations and Notice Filings
(6/16/2021)
(1/26/2026)
(5/21/2007)
(2/21/2025)
(1/9/1998)
(2/3/2025)
(1/26/2026)
(11/7/2014)
(7/16/2025)
(8/31/2016)
(2/5/2025)
(2/21/2018)
(10/19/2026)
(10/29/2015)
(2/3/2025)
(10/5/2018)
(6/11/2021)
(3/4/2003)
(9/30/2013)
(10/19/2026)
(11/27/2018)
(2/3/2025)
(6/22/2022)
(5/30/2017)
(10/19/2026)
(8/17/2015)
(3/4/2003)
(5/1/2020)
(4/15/2025)
(1/30/2023)
(9/5/2013)
(3/6/2008)
(2/3/2025)
(3/4/2003)
(2/3/2025)
(5/3/2012)
(2/3/2025)
(11/28/2012)
(2/3/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Kyle Patrick Schneider's CRS (Customer Relationship Summary).
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