AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BS

Benjamin T. Schneider

QUASAR DISTRIBUTORS
Portland, ME 04101
Some features on this profile are disabled
CRD#: 5588581
BS

Professional summary

Benjamin Thomas Schneider, who also goes by Benjamin Schneider, is a registered financial professional currently at QUASAR DISTRIBUTORS, LLC located in Portland, Maine and FORESIDE FINANCIAL SERVICES, LLC located in Portland, Maine.

Benjamin is registered as a RR (Registered Representative) and started their career in finance in 2008. Benjamin has worked at 20 firms and has passed the Series 63, Series 79TO, SIE, Series 52, Series 7, Series 6, Series 24, Series 4 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Benjamin 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 Benjamin Thomas 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

October 7, 2013 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 103848
Portland, ME
Current

June 18, 2020 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 148477
Portland, ME
Current

June 18, 2020 - Present

IMST DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 130745
Portland, ME
Current

June 18, 2020 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 46106
Portland, ME
Current

June 18, 2020 - Present

FORESIDE FUNDS DISTRIBUTORS LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 31334
Portland, ME
Current

September 22, 2020 - Present

STERLING CAPITAL DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 103934
Portland, ME
Current

December 4, 2020 - Present

NORTHERN FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 45943
Portland, ME
Current

May 11, 2021 - Present

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 143809
Portland, ME
Current

April 11, 2023 - Present

ORBIS INVESTMENTS (U.S.), LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 172663
Portland, ME
Current

April 11, 2023 - Present

FORESIDE GLOBAL SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 147382
Portland, ME
Current

April 11, 2023 - Present

MGI FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 35682
Portland, ME
Current

April 11, 2023 - Present

FUNDS DISTRIBUTOR, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 7174
Portland, ME
Current

May 1, 2025 - Present

SMEAD FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 173734
Portland, ME
Current

May 1, 2025 - Present

DISTRIBUTION SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 25938
Portland, ME
Current

May 1, 2025 - Present

PARNASSUS FUNDS DISTRIBUTOR, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 15883
Portland, ME
Current

May 1, 2025 - Present

FORESIDE DISTRIBUTION SERVICES, L.P.

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 15634
Portland, ME
Past

March 4, 2022 - August 8, 2022

FORESIDE INVESTMENT SERVICES, LLC

BD
CRD#: 30016
Milwaukee, WI
Past

February 24, 2021 - December 31, 2022

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
Milwaukee, WI
Past

June 18, 2020 - December 31, 2022

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
Milwaukee, WI
Past

June 18, 2020 - October 11, 2023

COMPASS DISTRIBUTORS, LLC

BD
CRD#: 172662
Milwaukee, WI
Past

February 5, 2013 - May 24, 2013

GRAND DISTRIBUTION SERVICES, LLC

BD
CRD#: 127700
MILWAUKEE, WI
Past

September 20, 2011 - December 31, 2012

GRAND DISTRIBUTION SERVICES, LLC

BD
CRD#: 127700
MILWAUKEE, WI
Past

April 29, 2010 - September 27, 2013

DISTRIBUTION SERVICES, LLC

BD
CRD#: 25938
MILWAUKEE, WI
Past

December 8, 2008 - November 18, 2009

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
BROOKFIELD, WI

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
Nevada
(1/2/2025)
RR
North Carolina
(1/2/2025)
RR
Wisconsin
(10/7/2013)

Exams

State Security Law Exam
RR
Series 63
Date: 10/25/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/17/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 52
Date: 5/18/2018
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 10/7/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/6/2008
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/8/2016
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 4/6/2015
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/28/2011
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FD
FORESIDE DISTRIBUTION SERVICES, L.P.
BISYS FUND SERVICES LIMITED PARTNERSHIP | THE WINSBURY CORPORATION | FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634 / SEC#: , 8-32480

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Ohio since 11/25/1986
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# 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#
FORESIDE DISTRIBUTORS, LLCGENERAL AND LIMITED PARTNER
BRUNNER, JENNIFER ANNECHIEF COMPLIANCE OFFICER AND VICE PRESIDENT1137783
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

Disclosures

Regulatory Event2

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

FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634Portland, ME 04101

TRUST BUT VERIFY

Monitor Benjamin Schneider

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Diana London
Diana LondonAdvisorCheck Check Mark
PFS INVESTMENTS INC.
IAR
RR
Windham, ME
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics