David Schneid
David Schneid is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Syracuse, NY, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
205 S Salina St, Syracuse, NY, 13202
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
David is the CEO of Summit Software Company, an S-corp, since 2009. The company is winding down as existing customers stop using their product, and David spends a few hours per week on this activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
The Benchmark Company, LLCBroker
Millennium Brokerage, L.L.C.Broker
Heartland Securities CORP.Broker
Datek Online Brokerage Services CORP.Broker
Painewebber IncorporatedBroker
State Registrations40 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.