Collin Schrier is a registered investment advisor, based in Portsmouth, NH, with 9 years of industry experience.
Location
100 Market Street, Suite 203, Portsmouth, NH, 03801
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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.
Learn about disclosures →Employment History
Current Registrations
Foreside Fund Services, LLC
August 2025 - Present · 8 mos
Foreside Fund Services, LLCBroker
August 2025 - Present · 8 mos
Wellesley Asset Management, INC.
May 2025 - Present · 11 mos
Previous Registrations
Cache Advisors LLC
October 2024 - November 2024 · 1 mo
Cache Securities LLCBroker
May 2024 - April 2025 · 11 mos
Vestmark Advisory Solutions, INC.
November 2023 - May 2024 · 6 mos
Tifin Private Markets LLCBroker
March 2022 - July 2022 · 4 mos
Eaton Vance Management
October 2017 - May 2021 · 3 yrs 7 mos
Eaton Vance Distributors, INC.Broker
August 2017 - May 2021 · 3 yrs 9 mos
Tocqueville Securities L.P.Broker
May 2016 - August 2017 · 1 yr 3 mos
Eaton Vance Management
June 2014 - April 2016 · 1 yr 10 mos
Eaton Vance Distributors, INC.Broker
February 2014 - April 2016 · 2 yrs 2 mos
State Registrations5 states
DCNHNJNYVA
AdvisorBroker
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Exams
No exam information available for this advisor.