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Brandon Jeffrey Schneider

Brandon J. Schneider

DELIBERATE WEALTH | Financial Consultant
ADVANCE, NC
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CRD#: 7309816
Brandon Jeffrey Schneider

Professional summary

Brandon Jeffrey Schneider, CFP®, who also goes by Brandon J Schneider, Brandon Jeffrey Schneider, is a registered financial advisor currently at DELIBERATE WEALTH located in Advance, North Carolina.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brandon has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.

Biography

I am passionate about providing clarity and direction to help clients work towards their financial goals. I believe a personalized financial plan and the ongoing guidance of a trusted advisor are two of the keys to working towards success for clients.

Question & Answer

What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Brandon J Schneider | Brandon Jeffrey Schneider

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 Brandon Jeffrey 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®
CFP®

Certified Financial Planner

Start date: 2019

Education

The University of Texas at Dallas

Master of Business Administration (MBA) - Finance

2016

Clemson University

Bachelor of Economics - Economics

2011

Experience

Current

March 5, 2026 - Present

DELIBERATE WEALTH

RIA
CRD#: 340396
ADVANCE, NC
Past

March 31, 2025 - March 17, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WINSTON-SALEM, NC
Past

July 24, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
WINSTON-SALEM, NC
Past

July 13, 2021 - March 17, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WINSTON-SALEM, NC
Past

February 17, 2021 - June 23, 2021

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
ATLANTA, GA
Past

February 17, 2021 - June 23, 2021

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
WINSTON-SALEM, NC
Past

December 7, 2020 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

November 12, 2020 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA

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
(3/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/12/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/16/2020
Securities Industry Essentials Examination

Current Firm

DW
DELIBERATE WEALTH
DELIBERATE WEALTH | DELIBERATE WEALTH LLC

CRD#: 340396 / SEC#:

Texas
Registered Investment Advisory firm - (1/23/2026 Conditional Restricted)
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Contact information

Main Address
Advance, NC
Mailing Address
Phone number
(724) 825-2143
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

DELIBERATE WEALTH

Financial ConsultantCRD#: 340396Advance, NC

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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