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RS

Roger N. Schreiner

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CRD#: 720102
RS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roger Nmn Schreiner, who also goes by Roger J Schreiner, Roger Jerome Schreiner, was a registered financial professional .

Roger is a previously registered financial professional and started their career in finance in 1994. Roger had worked at 1 firm and has passed the Series 65 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Roger J Schreiner | Roger Jerome Schreiner

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 23, 1994 - November 2, 2015

SCHREINER CAPITAL MANAGEMENT, INC.

RIA
CRD#: 106662
EXTON, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/1/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 6/21/1996
Non-Member General Securities Examination

Current Firm


SC
SCHREINER CAPITAL MANAGEMENT, INC.
SCHREINER CAPITAL MANAGEMENT INC | SCHREINER CAPITAL MANAGEMENT, INC.

CRD#: 106662 / SEC#: 801-45366

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Contact information


Main Address
111 Summit Drive Suite 100, Exton, PA 19341
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SCHREINER CAPITAL MANAGEMENT, INC. DISCLOSURE BROCHURE (3/31/2015)

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


SCHREINER CAPITAL MANAGEMENT, INC.

CRD#: 106662

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