Schneider Wealth Strategies

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

41 Madison Ave Fl 31, New York City, New...

Phone Number

(800) 461-3283

Revenue

$6.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Schneider Wealth Strategies

Schneider Wealth Strategies is an independent financial services firm that specializes in tailored investment portfolios and personalized financial planning. They focus on serving business owners, professionals, and high-net-worth individuals, providing objective advice as a fiduciary asset manager. The firm emphasizes long-term investment principles, risk management, and maximizing retirement income through comprehensive financial plans. Founded by David A. Schneider, CFP®, the firm is dedicated to helping clients achieve their financial and life goals.Explore more
Schneider Wealth Strategies's Social MediaPopular SearchesSchneider Wealth StrategiesDavid A SchneiderDavid A Schneider, CfpSchneiderwealthstrategies ComSIC Code 62,628NAICS Code 52,523Show more

Schneider Wealth Strategies Org Chart

PhoneEmail
WM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schneider Wealth Strategi...

$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Schneider Wealth Strategies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Schneider Wealth Strategies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Schneider Wealth Strategies.

Schneider Wealth Strategies Tech Stack

A closer look at the technologies used by Schneider Wealth Strategies

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Frequently Asked Questions Regarding Schneider Wealth Strategies

What is Schneider Wealth Strategies's official website?
Schneider Wealth Strategies's official website is www.schneiderwealthstrategies.com
What is Schneider Wealth Strategies's Revenue?
Schneider Wealth Strategies's revenue is $6.9 Million
What is Schneider Wealth Strategies's SIC code?
Schneider Wealth Strategies's SIC: 62,628
What is Schneider Wealth Strategies's NAICS code?
Schneider Wealth Strategies's NAICS: 52,523
How many employees does Schneider Wealth Strategies have?
Schneider Wealth Strategies has 11-50 employees
What industry does Schneider Wealth Strategies belong to?
Schneider Wealth Strategies is in the industry of: Finance, Securities Trading
What is Schneider Wealth Strategies competition?
Schneider Wealth Strategies top competitors include: Holliger Financial Consultants, Wealth Advisory Services, Bernicke Wealth Management, KMR Wealth Advisory
What technology does Schneider Wealth Strategies use?
Some of the popular technologies that Schneider Wealth Strategies uses are: Smarsh, GoDaddy DNS, Starfield Technologies, Amazon Web Hosting
How do I contact Schneider Wealth Strategies?
Schneider Wealth Strategies contact info: Phone number: (800) 461-3283 Website: www.schneiderwealthstrategies.com
What does Schneider Wealth Strategies do?

Schneider Wealth Strategies is an independent financial services firm that specializes in tailored investment portfolios and personalized financial planning. They focus on serving business owners, professionals, and high-net-worth individuals, providing objective advice as a fiduciary asset manager. The firm emphasizes long-term investment principl... es, risk management, and maximizing retirement income through comprehensive financial plans. Founded by David A. Schneider, CFP®, the firm is dedicated to helping clients achieve their financial and life goals.Read More

What are Schneider Wealth Strategies social media links?
Schneider Wealth Strategies Linkedin page
Is Schneider Wealth Strategies a public company?
Schneider Wealth Strategies is private company therefore does not currently have an official ticker symbol
See more information about Schneider Wealth Strategies

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