Warren Schneider is a registered investment advisor, based in Austin, TX, with 21 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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 ActivitiesSells Insurance
Warren is the owner of Schneider Financial Management, LLC, and co-owner of Schneider and Ciccone Certified Public Accountants, LLC, and The Forensic Accounting Group Inc. He also works as a photographer for New Jersey Photoworks, LLC, and spends about a quarter of his time as owner and CPA for Schneider and Company CPAs PC, and minimal time as trustee for its retirement plan, and about 10-20% of his time on tax preparation.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations13 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.