TS
Todd A. Schneider
GOLDEN STATE EQUITY PARTNERS
Southlake, TX 76092
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CRD#: 5973578
TS
Professional summary
Todd Aaron Schneider is a registered financial advisor currently at GOLDEN STATE EQUITY PARTNERS, LLC located in Southlake, Texas.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Todd has worked at 6 firms and has passed the Series 65 exam.
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. Todd Schneider is the registered agent with the IRS for the business. The business physical address is the same as Schneider Wealth Management, LLC non securities related 2. TX Licensed Insurance Agent, at registered office, less than 16 hours per month, 8 during trading hours 3. Schneider Property Specialists, LLC, investment related, investment property, co-owner, at registered office, less than 16 hours per month, 8 during trading hours 4. Whiterock Lake Residence LLC, LLC, investment related, investment property, co-owner, at registered office, less than 16 hours per month, 8 during trading hours 5. Trustee of personal trust, non investment related no hours devoted to this other business
CRS (Client Relationship Summary) - RIA
Click below to view Todd Aaron 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®
NoneExperience
Current
September 16, 2022 - Present
GOLDEN STATE EQUITY PARTNERS, LLC
Office #1: 530 Silicon Drive, Suite 103, Southlake, TX 76092RIA
CRD#: 322879
Southlake, TX
Past
January 12, 2021 - September 20, 2022
GOLDEN STATE EQUITY ADVISORS, LLC
RIA
CRD#: 289796
Southlake, TX
Past
November 9, 2017 - March 15, 2021
CUTTER FINANCIAL GROUP LLC
RIA
CRD#: 290016
Southlake, TX
Past
September 22, 2015 - March 5, 2018
VANN EQUITY MANAGEMENT LLC
RIA
CRD#: 174239
Southlake, TX
Past
February 25, 2014 - September 22, 2015
PROSPERITY CAPITAL ADVISORS
RIA
CRD#: 156480
SOUTHLAKE, TX
Past
August 31, 2011 - February 25, 2014
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
SOUTHLAKE, TX
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".
GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA
CRD#: 322879 / SEC#: 801-126441
RIA
Registered Investment Advisory firm - (8/25/2022 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
Texas(9/16/2022)
Current Firm
GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA
CRD#: 322879 / SEC#: 801-126441
RIA
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Contact information
Main Address
201 E. Sandpointe Ave Suite 460, South Coast Metro, CA 92707
Mailing Address
Phone number
(866) 273-1563
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,604 |
| AUM (Assets Under Management) | $ 880,384,165 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
