Spencer T. Schneider

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2025 → 03/2025
  Elite Breakout Marketing
  Saginaw, MI
• 06/2017 → 02/2020
  Openedge (Global Payments)
  Lindon, UT
• 10/2023 → 03/2024
  Thumb Bank & Trust
  Bay City, MI
• 07/2020 → 10/2023
  United Wholesale Mortage
  Pontiac, MI
• 05/2019 → 10/2019
  Evans Grader & Paving
  Provo, UT
• 10/2024 → 02/2025
  Sorrento Pacific Financial, Llc
  San Diego, CA
• 03/2020 → 04/2020
  Amazon
  Grand Rapids, MI
• 04/2020 → 06/2020
  Skinner Inc
  Saginaw, MI
• 10/2024 → 02/2025
  Thumb Bank & Trust
  Bay City, MI
• 03/2025 → 04/2025
  Michigan On Main
  Frankenmuth, MI
• 10/2016 → 06/2017
  Bluehost
  Orem, UT
• 03/2024 → 10/2024
  Sorrento Pacific Financial, Llc
  San Diego, CA
• 02/2020 → 03/2020
  Modern District Financial
  Midland, MI
• 03/2024 → 10/2024
  Thumb Bank & Trust
  Bay City, MI
• 06/2020 → 07/2020
  Dynamic Acquisitions
  Midland, MI
• 04/2025 → Present
  Fidelity Investments
  Frankenmuth, MI
• 08/2016 → 10/2016
  Apex Edi
  Orem, UT

Previous Registrations

• 2024-10-15 → 2025-02-25
  Sorrento Pacific Financial, Llc
  Bay City, MI

Exams

• S66 Uniform Combined State Law Examination
  2024-10-14

Other Names

• Spencer Thomas Schneider
• Spencer Schneider