Sean Michael Schmid

Current Employers

Employment History

• 05/2014 → 09/2022
  Penn Community Bank
  Perkasie, PA
• 10/2022 → Present
  Equitable Advisors Llc
  New York, NY
• 01/2015 → 03/2024
  Penn Investment Advisors Inc.
  Doylestown, PA

Previous Registrations

• 2015-02-02 → 2023-07-05
  Penn Investment Advisors, Inc.
  Bala Cynwyd, PA
• 2010-11-15 → 2016-03-30
  Longview Capital Management Llc
  Wilmington, DE

Other Businesses

(1) DBA: Penn Advisors Financial Resources, Start Date: 10/2022, www.pennadvisors.com&#59; 2) Foundations Community Partnership 1456 Ferry Road, Suite 404, Doylestown, PA 18901 , Non-Investment-related, nature of OBA: Board member/officer/director, position/title/relationship with OBA: Executive Board Member / Treasurer, start date: 01/01/2017, 5 hours/month, Yearly Compensation: 0, duties relating to the OBA: Executive board member, treasurer for not-for-profit foundation. This is not a paid position, we give away grant money to local 503c3s.&#59; 3) Rental property - 133 West 53rd Street, Sea Isle City, NJ, Owner of property, we rent the unit a few weeks a year., Start date: 01/01/2018, 2 hours/month, Yearly Compensation: $18,000&#59; 4) Longview Capital Management, LLC, Partner, Start Date: 05/01/2008, 8 hours/month, Yearly Compensation: 0, Duties: Investment LLC - pooled funds with partner for investing. This account is the proceeds of the sale of our RIA to First Savings Bank&#59; 5) sschmid@pennadvisors.com, Used to conduct Equitable business, Approved DBA&#59;

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-01
• S65 Uniform Investment Adviser Law Examination
  2010-11-04