SE
CFP
SE
CFP

Schuyler Engelhardt

16 Years of Experience
Baltimore, MD
BrokerSells Insurance

Schuyler Engelhardt is a CFP-designated registered investment advisor at Armstrong Dixon, based in Baltimore, MD, with 16 years of industry experience. Schuyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 294 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
294 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$447.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annualized investment advisory fees generally range from 0.50% to 1.25% based on the market value and type of assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1500 Sulgrave Ave, Baltimore, MD, 21209

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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 ActivitiesSells Insurance

Schuyler operates his LPL business under the DBA Armstrong Dixon and is a registered investment advisor with ADE, LLC, dedicating nearly full-time hours to the latter. He also engages in non-variable insurance activities and works as an educational speaker, dedicating minimal time to the latter.

Employment History
Current Registrations
Armstrong Dixon
March 2014 - Present · 12 yrs 7 mos
LPL Financial LLC
October 2013 - Present · 13 yrs
LPL Financial LLCBroker
October 2013 - Present · 13 yrs
Previous Registrations
Securities Service Network, INC.Broker
February 2011 - September 2013 · 2 yrs 7 mos
Nylife Securities LLCBroker
January 2010 - November 2010 · 10 mos
State Registrations3 states
FLMDVA
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.
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