Michael
Schmid

Pruco Securities, LLC

CRD#7323458
Investment Advisor
in New York, NY

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About this Advisor

Michael Schmid is a financial advisor based in New York, New York, working with Pruco Securities, LLC. Michael has previously held positions at Chelsea Financial Services, Distinct Interiors, Messina Market, Huntington School District, Pruco Securities LLC, and The Prudential Insurance Company Of America. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Michael is part of Pruco Securities, LLC, which operates out of New York, New York. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1270 Avenue Of The Americas Suite 1000
New York, NY 10020

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

NY Average: $10,121,009,343
Total Number of Employees

2,700

NY Average: 92
Total Number of Accounts

113,575

NY Average: 6,978
Average Account Size

$144,211

NY Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Michael Schmid Work History

2023 - Present (1 year)

Pruco Securities LLC

2023 - Present (1 year)

The Prudential Insurance Company Of America

2021 - 2021 (< 1 year)

Chelsea Financial Services

2018 - 2019 (1 year)

Distinct Interiors

2017 - 2018 (1 year)

Messina Market

2010 - 2015 (5 years)

Huntington School District

Disclosures

Please visit the SEC profile of Michael Schmid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Benjamin White
Wilmington, DE
Jacob Taylor
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Jason Jackson
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Jacob Logan
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