Gerhard
Schneider
Osaic Institutions, Inc
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About this Advisor
Gerhard Schneider is a financial advisor based in New York, New York, working with Osaic Institutions, Inc. Gerhard has previously held positions at Aegis Capital Corp, Amalgamated Bank, and Infinex Investments, Inc. Gerhard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, New York, and Texas. Currently, Gerhard is part of Osaic Institutions, Inc, which operates out of New York, New York. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Gerhard Schneider Work History
Amalgamated Bank
Infinex Investments, Inc
Aegis Capital Corp
Disclosures
Please visit the SEC profile of Gerhard 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 Osaic Institutions, Inc
Chapel Hill, NC
Derry, PA
Dover, NH
Cornelius, NC
Centerville, MA
Beverly Hills, CA
Canton, MA
Christiansburg, VA
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