Theodore David Schneider

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2013 → 11/2022
  Round Table Wealth Management
  Westfield, NJ
• 12/2022 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2015-10-01 → 2022-12-06
  Round Table Wealth Management
  New York, NY
  Westfield, NJ

Other Businesses

Business Name: P Shares LLC; Investment Related: Yes; Business address: Westfield, NJ; Nature of Business: private investments; Start date: 11/2022; Hours: 1; Position/Duties: Financial interest

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-28

Designations

• Chartered Financial Analyst