Kenneth Bruce Schneider

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 08/2009 → 09/2017
  Loop Capital Markets,Llc
  New York, NY
• 10/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2017 → 10/2018
  Unemployed
  Scarsdale, NY
• 10/2018 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*119785 For profit or not for profit: Non-Profit Organization Name of outside business organization: Scarsdale Concours Foundation Investment related: N Address of business: Scarsdale, New York 10583 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 6/1/2015 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Entity organizes and manages an annual car show in the Village of Scarsdale, NY. Proceeds are donated to charities. I serve as a board member and help coordinate and oversee all tasks of board members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-04
• S63 Uniform Securities Agent State Law Examination
  1992-06-30

Other Names

• Kenneth B Schneider
• Kenneth Bruce Schneider
• Kenneth Schneider