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Abigail Elizabeth Schmid

Stone Pine Financial Partners

Media, PA

CRD 7878756

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Employer firm

Stone Pine Financial Partners CRD 175287

$257M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Stone Pine Financial Partners

208 W. Front St, Media, PA 19063 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-23
  • PA RA
    APPROVED
    Since 2025-01-23

Branch Locations

208 W. Front St, Media, PA 19063 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waypoint Financial, Llc Dublin PA 02/2024 01/2025
Waypoint Financial, Llc Dublin PA 01/2022 02/2024
Penn Medicine Philadelphia PA 03/2021 11/2021
Temple University Philadelphia PA 01/2017 03/2021
Temple University Philadelphia PA 05/2014 12/2016
Temple University Philadelphia PA 08/2013 12/2016
Stone Pine Financial Partners Media PA 01/2025 Present
  • 02/2024 → 01/2025
    Dublin, PA
  • 01/2022 → 02/2024
    Dublin, PA
  • 03/2021 → 11/2021
    Penn Medicine
    Philadelphia, PA
  • 01/2017 → 03/2021
    Temple University
    Philadelphia, PA
  • 05/2014 → 12/2016
    Temple University
    Philadelphia, PA
  • 08/2013 → 12/2016
    Temple University
    Philadelphia, PA
  • 01/2025 → Present
    Media, PA
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Abby Schmid
  • Abigail Schmid

View on SEC IAPD

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