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Fredric Schneider

43 Years of Experience
Atlanta, GA
BrokerSells Insurance

Fredric Schneider is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Atlanta, GA, with 43 years of industry experience. Fredric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

3438 Peachtree Rd Ne, Phipps Tower Ste 1200, Atlanta, GA, 30326

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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

Fredric may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns Fredric Mackey Schneider, LLC and Arthur-Schneider, LLC, and is a board member and president for two non-profit organizations, as well as an adjunct professor, dedicating minimal time to these roles.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2003 - Present · 22 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
August 1989 - Present · 36 yrs 9 mos
Previous Registrations
Northwestern Mutual Wealth Management Company
May 2005 - April 2007 · 1 yr 11 mos
Peachtree Financial Advisers, LLC
February 2003 - October 2009 · 6 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
May 1989 - January 2002 · 12 yrs 8 mos
Anchor National Financial Services, INC.Broker
August 1981 - March 1988 · 6 yrs 7 mos
State Registrations36 states
ALAZCACOCTDCFLGAHIILINKSKYLAMAMDMOMSMTNCNJNMNYOHOKORPASCSDTNTXVAWAWIWVWY
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.