Todd
Schneider
Golden State Equity Partners, LLC
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About this Advisor
Todd Schneider is a financial advisor based in Santa Ana, California, working with Golden State Equity Partners, LLC. Todd has previously held positions at Schneider Wealth Management, LLC, Precision Capital Management, Cutter Financial Group LLC, Golden State Equity Partners, and C2P Capital Advisors D/B/A Prosperity Capital Advisors. Todd has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Todd is part of Golden State Equity Partners, LLC, which operates out of Santa Ana, California. The firm has 20 offices and 25 employees. The firm manages assets totaling $743.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Golden State Equity Partners, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Golden State Equity Partners, LLC Brokerage Details
$743,725,447
25
4,106
$181,131
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Todd Schneider Work History
Golden State Equity Partners
Schneider Wealth Management, LLC
Cutter Financial Group LLC
Precision Capital Management
C2P Capital Advisors D/B/A Prosperity Capital Advisors
Disclosures
Please visit the SEC profile of Todd Schneider to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Golden State Equity Partners, LLC
Santa Ana, CA
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Santa Ana, CA
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