Ethan
Schneid
Kubhera Enterprises LLC
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About this Advisor
Ethan Schneid is a financial advisor working in Princeton, New Jersey who has 14 years of relevant experience. Schneid currently works for Kubhera Enterprises LLC. Schneid has gained experience at Purshe Kaplan Sterling Investments and Kubhera Enterprise, LLC. Schneid maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, New Jersey and Texas. Kubhera Enterprises LLC is a financial advisory firm that has its headquarters in Princeton, NJ. It oversees $223 million in total assets among its 895 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 895 client accounts, 68% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Kubhera Enterprises LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely are based on the type of services. However, fee types billed by Kubhera Enterprises LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kubhera Enterprises LLC Brokerage Details
$222,650,000
5
895
$248,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ethan Schneid Work History
Ethan has been registered as a financial advisor for 14 years.*
Purshe Kaplan Sterling Investments
Kubhera Enterprise, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ethan Schneid 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 Kubhera Enterprises LLC
Princeton, NJ
Princeton, NJ
Princeton, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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