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Michael Schneider

LPL Financial LLC
35 Years of Experience
The Villages, FL
2 DisclosuresBrokerSells Insurance
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Michael Schneider is a registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 35 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

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
View Full SEC ReportHow to Read Disclosures
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 · 8 yrs 1 mo
LPL Financial LLCBroker
October 2018 - Present · 8 yrs 1 mo
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.
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