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Schneider Downs Wealth Management Advisors, LP CRD 128591
$3.31B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-04-14 |
Branch Locations
65 East State St. Suite 2000, Columbus, OH 43215 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schneider Downs Wealth Management Advisors, Lp | Pittsburgh | PA | 04/2005 | Present |
| Sagepoint Financial, Inc. | Columbus | OH | 01/2009 | 12/2017 |
SCHNEIDER DOWNS INSURANCE ADVISORS, INDEPENDENT INSURANCE SALES, COMMENCED 10/2000, LP, INVESTMENT RELATED, 20 HOURS/MONTH TIME SPENT, 0% OWNERSHIP, AGENT/REPRESENTATIVE; SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP, INDEPENDENT INVESTMENT ADVISORY SERVICES COMMENCED 10/2000, INVESTMENT RELATED, 100 HOURS/MONTH TIME SPENT, 0% OWNERSHIP, CORPORATE EMPLOYEE. SAGEPOINT FINANCIAL, INC., INVESTMENT RELATED, REGISTERED REPRESENTATIVE, 20 HOURS/MONTH SPENT, 0% OWNERSHIP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-12 |
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