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Todd Schneider

4 Years of Experience
San Diego, CA
1 DisclosureBroker

Todd Schneider is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 4 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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

4655 Executive Drive, San Diego, CA, 92121

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2018
Final
Other Business Activities

Todd is a co-trustee for a friend's multiple trusts, dedicating minimal time to this investment-related activity. He also has an inactive law license with the State Bar of California, requiring continuing education but no active work.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
March 2022 - Present · 4 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2022 - Present · 4 yrs 3 mos
State Registrations1 state
CA
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.
Todd Schneider - Financial Advisor | TrueAdvisor