RS
RS

Robert Schneider

14 Years of Experience
Woodbridge, VA
Broker

Robert Schneider is a registered investment advisor at Ameriprise Financial Services, LLC, based in Woodbridge, VA, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

12751 Marblestone Drive, Suite 200, Woodbridge, VA, 22192-8337

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

Robert works as an Investment Specialist for Certainty of Uncertainty, LLC since August 2024. This investment-related activity takes about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2011 - Present · 14 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2011 - Present · 14 yrs 11 mos
Ameriprise Financial Services, LLC
June 2011 - Present · 14 yrs 11 mos
State Registrations2 states
OHVA
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.
Robert Schneider - Financial Advisor | TrueAdvisor