TS
TS

Thomas Schneckner

17 Years of Experience
Palm Beach Gardens, FL
Broker

Thomas Schneckner is a registered investment advisor at Capital Client Group, INC., based in Palm Beach Gardens, FL, with 17 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Palm Beach Gardens, FL

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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.

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Other Business Activities

Thomas is the co-owner of Gail Marshall Interiors, LLC, an interior design company owned by his wife. He is not involved in running the business and dedicates minimal time to it.

Employment History
Current Registrations
Capital Client Group, INC.
April 2025 - Present · 1 yr 1 mo
Capital Client Group, INC.Broker
April 2025 - Present · 1 yr 1 mo
Capital Client Group, INC.
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2025 · 15 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2025 · 15 yrs 5 mos
Banc of America Investment Services, INC.
January 2009 - October 2009 · 9 mos
Banc of America Investment Services, INC.Broker
December 2008 - October 2009 · 10 mos
Columbia Management Advisors, LLC
October 2008 - December 2008 · 2 mos
Columbia Management Distributors, INC.Broker
July 2008 - December 2008 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.