Andrew Schneider

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-04-16
RI	RA	APPROVED	2026-04-08
TX	RA	APPROVED	2026-04-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Polyvinyl Films, Inc	Sutton	MA	07/2021	08/2021
Calvin College (Now Calvin University)	Grand Rapids	MI	09/2017	12/2017
Tony'S Sutton Pizza Restaurant (Now Js & Jl Inc)	Sutton	MA	08/2018	10/2022
Unibank For Savings (Government Banking - Unipay)	Whitinsville	MA	10/2022	10/2025
Calvin University	Grand Rapids	MI	08/2017	05/2018
Pinned Golf	Quincy	MA	01/2021	05/2021
Naplia (Now Mcgowanpro)	Framingham	MA	03/2016	04/2017
Dufficy Enterprises, Inc.	Whitinsville	MA	06/2017	08/2018
Children'S Haven Inc	Douglas	MA	07/2018	08/2018
Assumption University	Worcester	MA	08/2019	05/2022
Koopman Lumber	Whitinsville	MA	08/2016	02/2019
Fidelity Investments	Smithfield	RI	10/2025	Present

07/2021 → 08/2021

Polyvinyl Films, Inc

Sutton, MA
09/2017 → 12/2017

Calvin College (Now Calvin University)

Grand Rapids, MI
08/2018 → 10/2022

Tony'S Sutton Pizza Restaurant (Now Js & Jl Inc)

Sutton, MA
10/2022 → 10/2025

Unibank For Savings (Government Banking - Unipay)

Whitinsville, MA
08/2017 → 05/2018

Calvin University

Grand Rapids, MI
01/2021 → 05/2021

Pinned Golf

Quincy, MA
03/2016 → 04/2017

Naplia (Now Mcgowanpro)

Framingham, MA
06/2017 → 08/2018

Dufficy Enterprises, Inc.

Whitinsville, MA
07/2018 → 08/2018

Children'S Haven Inc

Douglas, MA
08/2019 → 05/2022

Assumption University

Worcester, MA
08/2016 → 02/2019

Koopman Lumber

Whitinsville, MA
10/2025 → Present

Fidelity Investments

Smithfield, RI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-20