SE
CFP
SE
CFP

Schuyler Engelhardt

15 Years of Experience
BrokerSells Insurance

Schuyler Engelhardt is a CFP-designated registered investment advisor at Armstrong Dixon, based in Baltimore, MD, with 15 years of industry experience. Schuyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 313 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$350.5M

Fee Structure

Planning is included in investment management (also available separately)

Armstrong Dixon's annual investment management fee is a percentage of the value of your investments, generally ranging from 0.30% to 1.5%. The exact fee may vary depending on the investment program you choose through LPL Financial and factors like account size and selected managers.

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Location

1500 Sulgrave Ave, Baltimore, MD, 21209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Schuyler operates his LPL business under the DBA Armstrong Dixon and is a registered investment advisor with ADE, LLC, dedicating nearly full-time hours to the latter. He also engages in non-variable insurance activities and works as an educational speaker, dedicating minimal time to the latter.

Employment History
Current Registrations
Armstrong Dixon
March 2014 - Present · 12 yrs 1 mo
LPL Financial LLC
October 2013 - Present · 12 yrs 6 mos
LPL Financial LLCBroker
October 2013 - Present · 12 yrs 6 mos
Previous Registrations
Securities Service Network, INC.Broker
February 2011 - September 2013 · 2 yrs 7 mos
Nylife Securities LLCBroker
January 2010 - November 2010 · 10 mos
State Registrations3 states
FLMDVA
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.
Schuyler Engelhardt - Financial Advisor | TrueAdvisor