Stephen Schneider
Stephen Schneider is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 34 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
12531 High Bluff Dr Ste 400, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2000Other Business Activities
Stephen is the treasurer for Ocean Windows Homeowners Association, spending minimal time on this non-investment related activity. He also holds power of attorney for his mother and children, and is a co-trustee for his mother, dedicating minimal time to these investment-related activities.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Thomas James Associates, INC.Broker
State Registrations26 states
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
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