Richard Schneiderman is a registered investment advisor at Gms Group, based in East Hanover, NJ, with 44 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $14M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
1 client
Average Client Portfolio
$13.9M average
Assets Under Management
$13.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
120 Eagle Rock Ave, Suite 300, East Hanover, NJ, 07936
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 1994Settled
Employment History
Current Registrations
Gms Group
July 2010 - Present · 15 yrs 9 mos
Gms GroupBroker
May 2009 - Present · 16 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2006 - May 2009 · 2 yrs 10 mos
Wells Fargo Advisors, LLCBroker
February 2001 - May 2009 · 8 yrs 3 mos
Prudential Securities IncorporatedBroker
April 1997 - February 2001 · 3 yrs 10 mos
First Interregional Equity CORP.Broker
November 1995 - May 1997 · 1 yr 6 mos
Halpert and Company, INC.Broker
August 1981 - November 1995 · 14 yrs 3 mos
State Registrations7 states
FLNCNJNVNYORPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.