SS
Steven A. Schneider
LESLIE GALE ADVISORS
Boynton Beach, FL
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CRD#: 4332721
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Professional summary
Steven A Schneider is a registered financial advisor currently at LESLIE GALE ADVISORS, LLC located in Boynton Beach, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Steven has worked at 1 firm and has passed the Series 65 exam.
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.
Hands In 4 Youth of NY/NJ - Youth Development Not for profit Agency Board Member 10 hours per month during non-business hours. Board member since 2013 PivotalPath Inc. Technology Research firm. Executive Officer/Senior Advisor 10-20 hours a month during non business hours. Began advising in September 2020.
CRS (Client Relationship Summary) - RIA
Click below to view Steven A 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
January 2, 2014 - Present
LESLIE GALE ADVISORS, LLC
RIA
CRD#: 168550
Boynton Beach, FL
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
Florida(1/2/2014)
IAR
New York(5/25/2023)
Current Firm
LG
LESLIE GALE ADVISORS, LLC
LESLIE GALE ADVISORS, LLC | SCHNEIDER, STEVEN ANDREW
CRD#: 168550 / SEC#:
Florida
Registered Investment Advisory firm - (1/2/2014 Approved)New York
Registered Investment Advisory firm - (3/3/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Boynton Beach, FL
Mailing Address
Phone number
(646) 265-7905
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 101 |
| AUM (Assets Under Management) | $ 60,311,741 |
Red Flags
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