Craig A Schneider
Investment adviser representative at Oppenheimer & Co. Inc.
18 yearsExperience
2 statesRegistered in
$36.7BFirm assets
71 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Oppenheimer & Co. Inc.Dec 2024 to now
- Beyond the Ears, LLC.Mar 2016 to Dec 2023
- J.P. Morgan Securities LLCOct 2012 to Nov 2024
- Cs Silver LabsSep 2010 to Feb 2017
- Craig Schneider Rental PropertiesJul 2008 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (MI, NY).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 3117805
- Firm CRD
- 249