Meredith Hall Schneider
Investment adviser representative at Schneider Wealth Management
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$149.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Schneider Wealth ManagementMar 2025 to now
- Salomon Smith Barney Inc.Jun 1998 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schneider Wealth Management
Legal name: Schneider, Meredith Hall
$149.8MAssets managed
37Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3082569
- Firm CRD
- 144166