Stephen Robert Schneider

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Danbury, CT
• 11/2016 → 10/2025
  Wells Fargo Clearing Services, Llc
  Danbury, CT
• 10/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Danbury, CT

Previous Registrations

• 2003-07-01 → 2025-10-16
  Wells Fargo Clearing Services, Llc
  Danbury, CT
  Danbury, CT
  Danbury, CT
• 1997-09-25 → 2003-07-01
  Prudential Equity Group, Llc
  Danbury, CT

Other Businesses

CO-EXECUTOR FOR FATHER; INVESTMENT RELATED; DANBURY, CT; START DATE 9/2009; 15 MINUTES MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV RELATED; NEW FAIRFIELD, CT; 100% OWNERSHIP; START 12/01/2023; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; PROPERTY MANAGEMENT. OTIS & SCOUT LLC; INV RELATED; NEW FAIRFIELD, CT; FINET PRACTICE;100% OWNERSHIP; START DATE: 06/02/2025; 180 HRS PER MONTH; 180 HRS DURING TRADING;| ESTATE OF INGRID SCHNEIDER ; INV RELATED; DANBURY, CT; SISTER'S ESTATE; EXECUTOR; START DATE: 01/22/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-07
• S63 Uniform Securities Agent State Law Examination
  1997-06-27

Other Names

• Steve Schneider
• Stephen Robert Schneider
• Stephen Schneider