Eve E. Schniebolk

SOUND & SECURE ADVISORS LLC

Rockville Centre, NY

Some features on this profile are disabled

CRD#: 5693626

Professional summary

Eve E Schniebolk, CFP® is a registered financial advisor currently at SOUND & SECURE ADVISORS LLC located in Rockville Centre, New York.

Eve is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eve has worked at 2 firms .

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.

1.) Independent Insurance Agent; Investment Related; Rockville Centre, NY; Start Date 06/2015; Life and/or Accident/Health 2.) Eve Schniebolk, CFP; Investment Related; Rockville Centre, NY; Start Date 09/1985; Provides individual & small business accounting, bookkeeping, and tax preparation services as a sole proprietor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eve E Schniebolk'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®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

July 29, 2022 - Present

SOUND & SECURE ADVISORS LLC

RIA

CRD#: 322514

Rockville Centre, NY

Past

June 21, 2022 - December 15, 2022

EVE SCHNIEBOLK, CFP.

RIA

CRD#: 149235

ROCKVILLE CTR., NY

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".

SOUND & SECURE ADVISORS LLC

CRD#: 322514 / SEC#: 801-126332

RIA

Registered Investment Advisory firm - (7/29/2022 Approved)

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

New York
(7/29/2022)

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

Current Firm

SOUND & SECURE ADVISORS LLC

CRD#: 322514 / SEC#: 801-126332

RIA

Registered Investment Advisory firm - (7/29/2022 Approved)

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

Rockville Centre, NY

Mailing Address

Phone number

(516) 536-1438

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOUND & SECURE ADVISORS LLC FORM ADV PART 2 BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	151
AUM (Assets Under Management)	$ 33,168,139

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2024	Cover Page	Report

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eve E. Schniebolk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eve E Schniebolk's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUND & SECURE ADVISORS LLC

EVE SCHNIEBOLK, CFP.

Primary Firm SEC Registration

SOUND & SECURE ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

SOUND & SECURE ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SOUND & SECURE ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors