Schuyler O. Mann

RETIREMENT WELLNESS GROUP

Pasadena, CA 91101

Some features on this profile are disabled

CRD#: 5759566

Professional summary

Schuyler Oda Mann, AIF® is a registered financial advisor currently at RETIREMENT WELLNESS GROUP located in Pasadena, California.

Schuyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Schuyler has worked at 3 firms and has passed the Series 66, SIE 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 Schuyler Oda Mann'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 12, 2018 - Present

RETIREMENT WELLNESS GROUP

Office #1: 123 South Marengo Ave. Suite 200, Pasadena, CA 91101

RIA

CRD#: 297255

Pasadena, CA

Past

October 11, 2012 - May 31, 2018

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

TORRANCE, CA

Past

October 11, 2012 - May 31, 2018

M HOLDINGS SECURITIES, INC.

CRD#: 43285

TORRANCE, CA

Past

June 26, 2012 - October 16, 2012

OSAIC SERVICES, INC.

CRD#: 133763

SANTA MONICA, CA

Past

March 15, 2011 - June 25, 2012

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

TORRANCE, CA

Past

February 2, 2011 - June 25, 2012

M HOLDINGS SECURITIES, INC.

CRD#: 43285

TORRANCE, 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".

RETIREMENT WELLNESS GROUP

RETIREMENT WELLNESS GROUP | RETIREMENT WELLNESS GROUP LLC

CRD#: 297255 / SEC#: 801-113447

RIA

Registered Investment Advisory firm - (6/15/2018 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

California
(7/12/2018)

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 66

Date: 3/14/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/2011

General Securities Representative Examination

Current Firm

RETIREMENT WELLNESS GROUP

RETIREMENT WELLNESS GROUP | RETIREMENT WELLNESS GROUP LLC

CRD#: 297255 / SEC#: 801-113447

RIA

Registered Investment Advisory firm - (6/15/2018 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

123 South Marengo Ave. Suite 200, Pasadena, CA 91101

Mailing Address

Phone number

(949) 757-1799

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

RWG ADV PART 2A (6/23/2025)

Regulatory assets under management

Total Number of Accounts	82
AUM (Assets Under Management)	$ 523,670,881

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

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

Maria Zimiga

J.P. MORGAN SECURITIES LLC

Toluca Lake, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Schuyler O. Mann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Schuyler Oda Mann's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

OSAIC SERVICES, INC.

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

Primary Firm SEC Registration

RETIREMENT WELLNESS GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2011

SIE

Date: 5/31/2018

Series 7

Date: 2/1/2011

Current Firm

RETIREMENT WELLNESS GROUP

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT WELLNESS GROUP

TRUST BUT VERIFY

Similar Advisors