Edward Schneider
Edward Schneider is a registered investment advisor at Citigroup Global Markets INC., based in New York, NY, with 26 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.
Location
Citi Wealth Management, Sales, 153 E. 53rd AKA 601 Lexington Avenue, 25th Fl, New York, NY, 10022
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Regulatory History (1)
Customer Dispute
October 2017Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
TD Ameritrade, INC.Broker
Clayton, Dunning & Company INC.Broker
Assent LLCBroker
Murjen Financial, INC.Broker
First Montauk Securities CORP.Broker
Continental Broker-Dealer CORP.Broker
State Registrations24 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.
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