Robert John Schmitt

Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 08/2021
  Sc&H Group, Inc.
  Sparks, MD
• 04/2009 → 08/2021
  Sc&H Financial Advisors, Inc.
  Sparks, MD
• 11/2009 → 09/2017
  Triad Advisors, Inc
  Norcross, GA
• 08/2021 → Present
  Verdence Capital Advisors, Llc
  Hunt Valley, MD

Previous Registrations

• 2009-04-29 → 2021-08-10
  Sc&H Wealth
  Hunt Valley, MD
• 2009-04-29 → 2009-11-16
  1St Global Advisors Inc
  Sparks, MD
• 2006-03-17 → 2009-02-20
  Strategic Advisers Llc
  Towson, MD
• 2005-05-18 → 2005-12-21
  M&T Securities, Inc.
  Cheektowaga, NY
• 1999-10-19 → 2004-05-13
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-01
• S63 Uniform Securities Agent State Law Examination
  1997-11-25