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Richard Schneiderman

Gms Group
45 Years of Experience
East Hanover, NJ
1 DisclosureBroker
View SEC Summary
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Richard Schneiderman is a registered investment advisor at Gms Group, based in East Hanover, NJ, with 45 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 1 clients with $20M in assets under management.

Gms Group
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
1 client
Average Client Portfolio
$19.8M average
Assets Under Management
$19.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is a flat 2% of the quarter-end market value of the managed portfolio. Fees are negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

120 Eagle Rock Ave, Suite 300, East Hanover, NJ, 07936

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1994
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Gms Group
July 2010 - Present · 16 yrs 3 mos
Gms GroupBroker
May 2009 - Present · 17 yrs 5 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.
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