Meredith H. Schneider

SCHNEIDER WEALTH MANAGEMENT

AUSTIN, TX

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CRD#: 3082569

Professional summary

Meredith Hall Schneider is a registered financial advisor currently at SCHNEIDER WEALTH MANAGEMENT located in Austin, Texas.

Meredith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Meredith has worked at 2 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Hall Schneider's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 10, 2024 - Present

SCHNEIDER WEALTH MANAGEMENT

RIA

CRD#: 144166

AUSTIN, TX

Past

April 8, 2003 - August 13, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MENLO PARK, CA

Past

September 9, 1998 - August 13, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MENLO PARK, CA

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".

SCHNEIDER WEALTH MANAGEMENT

MEREDITH H. SCHNEIDER DBA SCHNEIDER WEALTH MANAGEMENT | SCHNEIDER, MEREDITH HALL | SCHNEIDER WEALTH MANAGEMENT

CRD#: 144166 / SEC#: 801-129665

RIA

Registered Investment Advisory firm - (3/12/2024 Approved)

California

Registered Investment Advisory firm - (4/12/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

California
(1/10/2024)

IAR

Texas
(3/24/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/17/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/2/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 9/3/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/24/1998

General Securities Representative Examination

Current Firm

SCHNEIDER WEALTH MANAGEMENT

MEREDITH H. SCHNEIDER DBA SCHNEIDER WEALTH MANAGEMENT | SCHNEIDER, MEREDITH HALL | SCHNEIDER WEALTH MANAGEMENT

CRD#: 144166 / SEC#: 801-129665

RIA

Registered Investment Advisory firm - (3/12/2024 Approved)

California

Registered Investment Advisory firm - (4/12/2024 Terminated)

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Contact information

Main Address

Austin, TX

Mailing Address

3005 S Lamar Blvd Suite D109 #103, Austin, TX 78704

Phone number

(888) 444-9981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025.11 SWM ADV (11/20/2025)

DEC 31, 2024 SWM ADV (11/20/2025)

Regulatory assets under management

Total Number of Accounts	218
AUM (Assets Under Management)	$ 136,071,855

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.

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Meredith H. Schneider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meredith Hall Schneider's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

SCHNEIDER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/1998

Series 63

Date: 9/2/1998

Series 31

Date: 9/3/2002

Series 7

Date: 8/24/1998

Current Firm

SCHNEIDER WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SCHNEIDER WEALTH MANAGEMENT

TRUST BUT VERIFY

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