MS
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Michael Schneider

34 Years of Experience
The Villages, FL
2 DisclosuresBrokerSells Insurance

Michael Schneider is a registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

The Villages, FL

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History

Regulatory History (2)
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
August 2025
Denied
Customer Dispute
December 2014
Settled
Other Business ActivitiesSells Insurance

Michael operates under the DBA Gladstone Advisors for his LPL business. He also engages in non-variable insurance activities, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
October 2018 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
PNC Investments
June 2004 - October 2018 · 14 yrs 4 mos
PNC InvestmentsBroker
April 2004 - October 2018 · 14 yrs 6 mos
Quick & Reilly, INC.Broker
November 1994 - January 2004 · 9 yrs 2 mos
Ujb Discount Brokerage CO.Broker
May 1994 - November 1994 · 6 mos
The Dreyfus Service CorporationBroker
October 1992 - February 1994 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
April 1992 - August 1992 · 4 mos
The Dreyfus Service CorporationBroker
October 1989 - December 1990 · 1 yr 2 mos
State Registrations4 states
DEFLNJPA
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.