Ethan Schneid

Kubhera Enterprises LLC

22 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax Planning

Kubhera Enterprises LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

352 clients

Average Client Portfolio

$824K average

Assets Under Management

$290.2M

Fee Structure

Location

742 Alexander Road, Suite 305, Princeton, NJ, 08540

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Ethan is an investment advisor at Kubhera Enterprises LLC, providing investment consulting and financial planning services. This activity takes up a full-time commitment.

Employment History

Current Registrations

Kubhera Enterprises LLC

October 2009 - Present · 16 yrs 4 mos

Previous Registrations

Purshe Kaplan Sterling InvestmentsBroker

October 2009 - March 2021 · 11 yrs 5 mos

UBS Financial Services INC.

December 2003 - October 2009 · 5 yrs 10 mos

UBS Financial Services INC.Broker

November 2003 - October 2009 · 5 yrs 11 mos

State Registrations3 states

FLNJTX

Advisor

Exams

No exam information available for this advisor.