Bryan Schneider
Bryan Schneider is a registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2655 Warrenville Rd Ste 175, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (5)
Customer Dispute
October 2019Customer Dispute
January 2009Customer Dispute
November 2007Customer Dispute
December 2005Customer Dispute
September 2005Other Business ActivitiesSells Insurance
Bryan operates under several DBAs for his LPL business and owns rental real estate. He also dedicates minimal time to non-variable insurance activities through PWA Financial Services and Bryan L Schneider, as well as managing business entities for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
State Registrations18 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.