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DS

Dustin J. Schneider

ALPS DISTRIBUTORS
Bernardsville, NJ 07924
Some features on this profile are disabled
CRD#: 4696609
DS

Professional summary


Dustin Jeremy Schneider, who also goes by Dustin Schneider, is a registered financial professional currently at ALPS DISTRIBUTORS, INC. located in Bernardsville, New Jersey.

Dustin is registered as a RR (Registered Representative) and started their career in finance in 2003. Dustin has worked at 4 firms and has passed the Series 63, Series 7TO, SIE, Series 31, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dustin 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Dustin Jeremy 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®
None

Experience


Current

April 20, 2023 - Present

ALPS DISTRIBUTORS, INC.

Office #1: 2 Morristown Road, Bernardsville, NJ 07924
BD
CRD#: 16853
Bernardsville, NJ
Past

October 31, 2014 - April 6, 2021

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
Summit, NJ
Past

July 16, 2014 - April 6, 2021

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY
Past

January 25, 2007 - July 11, 2014

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, NY
Past

October 21, 2003 - February 2, 2007

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(10/10/2024)
RR
Delaware
(5/23/2023)
RR
District of Columbia
(5/4/2023)
RR
Florida
(4/4/2024)
RR
Georgia
(4/5/2024)
RR
Illinois
(7/17/2025)
RR
Indiana
(7/18/2025)
RR
Kentucky
(1/13/2025)
RR
Maryland
(4/25/2023)
RR
Michigan
(7/17/2025)
RR
Missouri
(7/17/2025)
RR
New Jersey
(5/17/2023)
RR
New York
(5/28/2023)
RR
North Carolina
(4/5/2024)
RR
Ohio
(12/3/2024)
RR
Pennsylvania
(5/16/2023)
RR
Puerto Rico
(4/11/2024)
RR
South Carolina
(4/4/2024)
RR
Virginia
(5/20/2023)
RR
West Virginia
(7/27/2023)
RR
Wisconsin
(7/17/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 5/15/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/14/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 12/23/2014
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AD
ALPS DISTRIBUTORS, INC.
ALPS DISTRIBUTORS, INC. | MARINER FUNDS SERVICES INC. | ALPS SECURITIES, INC. | ALPS MUTUAL FUNDS SERVICES, INC.

CRD#: 16853 / SEC#: , 8-34626

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1290 Broadway Suite 1000, Denver, CO 80203
Mailing Address
1290 Broadway Suite 1000, Denver, CO 80203
Phone number
(303) 623-2577
Established
Colorado since 07/01/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ALPS HOLDINGS, INC.PARENT
KYLLO, STEPHEN JOHNSVP; PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER; PRINCIPAL OPERATIONS OFFICER3204474
NECKEL, TARA JILLVP, DEPUTY CHIEF COMPLIANCE OFFICER4051739
PARSONS, ERIC TFINOP, CONTROLLER, PRINCIPAL FINANCIAL OFFICER5215115

Disclosures


Regulatory Event4

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.

Company Information


ALPS DISTRIBUTORS, INC.

CRD#: 16853Bernardsville, NJ 07924

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