NS
CFP · PFS
NS
CFP · PFS
Neil Schmerling
26 Years of Experience
Silver Spring, MD
1 DisclosureBrokerSells Insurance
Neil Schmerling is a CFP, PFS-designated registered investment advisor, based in Silver Spring, MD, with 26 years of industry experience.
Location
1370 Lamberton Drive, Suite 15, Silver Spring, MD, 20902
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2021Denied
Other Business ActivitiesSells Insurance
Neil is a landlord, a CPA, the owner of The Schmerling Group and Schmerling Financial Group (where he spends full-time), and the President of Rodef Sholom Congregation. Neil also sells fixed index annuities and represents Standard Insurance for disability insurance.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Schmerling Financial Group, LLC
March 2001 - September 2019 · 18 yrs 6 mos
1st Global Advisors INC
March 2000 - October 2019 · 19 yrs 7 mos
1st Global Capital CORP.Broker
December 1999 - October 2019 · 19 yrs 10 mos
State Registrations20 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.