MS
MS

Michael Schneider

16 Years of Experience
Marietta, OH
Broker

Michael Schneider is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marietta, OH, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

138 Putnam Street, Marietta, OH, 45750

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael is a Vice President at Peoples Bank, providing retirement plan services and fiduciary products. He also serves as a Financial Advisor under the DBA name Peoples Investment Services for Raymond James; these activities each take about half of Michael's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 6 mos
Raymond James Financial Services Advisors, INC
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Wesbanco Securities, INC.Broker
June 2021 - January 2025 · 3 yrs 7 mos
Wesbanco Securities, INC.
June 2021 - January 2025 · 3 yrs 7 mos
Huntington Financial Advisors
July 2013 - June 2021 · 7 yrs 11 mos
The Huntington Investment CompanyBroker
November 2009 - June 2021 · 11 yrs 7 mos
Metlife Securities INC.Broker
May 2009 - August 2009 · 3 mos
State Registrations12 states
FLINKYMAMINCOHPASCTXVAWV
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.