MS
Marc H. Schneidau
VIRTUS INVESTMENT ADVISERS
ATLANTA, GA 30305
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CRD#: 5902152
MS
Professional summary
Marc Hall Schneidau, CFA is a registered financial advisor currently at VIRTUS INVESTMENT ADVISERS, LLC located in Atlanta, Georgia and VP DISTRIBUTORS LLC located in Atlanta, Georgia.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Marc has worked at 4 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.
1. ELJOCO LLC, 2499 MONTVIEW DRIVE, ATLANTA GA 30305; NATURE OF BUSINESS: FAMILY INVESTMENTS; POSITION: MANAGER; 2.5 HRS/WK INVOLVED IN BUSINESS; INVESTMENT RELATED. 2. PEACHTREE BATTLE ALLIANCE, PO BOX 20349, ATLANTA GA 30325; NATURE OF OTHER BUSINESS: NEIGHBORHOOD ASSOCIATION; OTHER BUSINESS IS NOT INVESTMENT RELATED; POSITION: BOARD MEMBER; DUTIES: WORK ON THE NEIGHBORHOOD ASSOCIATION; START DATE: 10/31/19; 4 HRS/MONTH DEVOTED TO BUSINESS; 0 HRS DEVOTED DURING SECURITIES TRADING HOURS. 3. MARC H SCHNEIDAU, 2100 & 2102 AUDUBON STREET, NEW ORLEANS LA; BUSINESS IS INVESTMENT RELATED; NATURE OF OTHER BUSINESS; RENTAL PROPERTY; POSITION: OWNER; START DATE: 11/30/21; 3 HRS/QUARTERLY DEVOTED TO OTHER BUSINESS; 0 HRS DEVOTED DURINGN SECURITIES TRADING HOURS; DUTIES: MANAGE PROPERTY MANAGEMENT COMPANY AND DUPLEX. 4. PEACHTREE BATTLE NEIGHBORHOOD IMPROVEMENT INC; NOT INVESTMENT RELATED; 2255 WOODWARD WAY, ATLANTA GA 30305; NATURE OF OTHER BUSINESS: A NEW 501c3 ORGANIZATION DESIGNED TO COLLECT DONATIONS AND USE THEM TO IMPROVE THE NEIGHBORHOOD'S GREENSPACES AND PARKS; POSITION: BOARD MEMBER, TREASURER; START DATE: 1/31/23; 1 HR/MONTH DEVOTED TO OTHER BUSINESS; 0 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; DUTIES: CHAIR OF THE NEIGHBORHOOD PARKS COMMITTEE - VOTE ON USERS OF FUNDS THAT ARE RAISED AND MANAGE THE BANK ACCOUNTS.
CRS (Client Relationship Summary) - RIA
Click below to view Marc Hall Schneidau'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®
Experience
Current
November 19, 2018 - Present
VIRTUS INVESTMENT ADVISERS, LLC
Office #1: 3333 Piedmont Road Ne Suite 1500, Atlanta, GA 30305RIA
CRD#: 106982
ATLANTA, GA
Current
June 1, 2017 - Present
VP DISTRIBUTORS LLC
Office #1: 3333 Piedmont Road Ne Suite 1500, Atlanta, GA 30305BD
CRD#: 3036
Atlanta, GA
Past
November 30, 2015 - November 19, 2018
VIRTUS CAPITAL ADVISERS, LLC
RIA
CRD#: 107346
ATLANTA, GA
Past
October 13, 2015 - June 1, 2017
FORESIDE ASSOCIATES, LLC
BD
CRD#: 13494
ATLANTA, GA
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".
VI
VIRTUS INVESTMENT ADVISERS, LLC
PHOENIX INVESTMENT COUNSEL, INC | VIRTUS INVESTMENT ADVISERS, LLC | VIRTUS INVESTMENT ADVISERS, INC.
CRD#: 106982 / SEC#: 801-5995
RIA
Registered Investment Advisory firm - (9/17/1969 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.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
IAR
Connecticut(11/19/2018)
RR
Georgia(6/1/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VI
VIRTUS INVESTMENT ADVISERS, LLC
PHOENIX INVESTMENT COUNSEL, INC | VIRTUS INVESTMENT ADVISERS, LLC | VIRTUS INVESTMENT ADVISERS, INC.
CRD#: 106982 / SEC#: 801-5995
RIA
Registered Investment Advisory firm - (9/17/1969 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Financial Plaza 26th Floor, Hartford, CT 06103
Mailing Address
Phone number
(800) 248-7971
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 53,982,609,839 |
Red Flags
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