Gerhard
Schneider

Osaic Institutions, Inc

CRD#2561222
Investment Advisor
in New York, NY

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 East 14Th Street
New York, NY 10003

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

NY Average: $5,297,377,271
Total Number of Employees

722

NY Average: 35
Total Number of Accounts

8,478

NY Average: 690
Average Account Size

$427,771

NY Average: $7,677,358

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

2019 - Present (6 years)

Amalgamated Bank

2019 - Present (6 years)

Infinex Investments, Inc

2010 - 2019 (9 years)

Aegis Capital Corp

Created with Highcharts 6.0.7

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

Ling Mao
New York, NY
Charles Claver
Beverly Hills, CA
Amy Grieves
Chapel Hill, NC
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Bret Kinzler
Fargo, ND
Peter Aiello
Canton, MA
James Mckenna
Dover, NH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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