Richard Schainker
Richard Schainker is a registered investment advisor at Towers Watson Investment Services, INC., based in San Mateo, CA, with 28 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 97 clients with $52B 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
San Mateo, CA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Richard provides consulting services to middle market companies in the Western US through Willis Towers Watson. This activity takes Richard full-time, both overall and during trading hours.
Employment History
Current Registrations
Towers Watson Investment Services, INC.
Foreside Fund Services, LLC
Foreside Fund Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Newfront Retirement Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Invesco Advisers, INC.
Invesco Aim Private Asset Management, INC.
Invesco Distributors, INC.Broker
John Hancock Funds, INC.Broker
Marsh & Mclennan Securities CorporationBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations1 state
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.