Chad Lee Schneider
Investment adviser representative at Oak Harvest Investment Services
6 yearsExperience
1 stateRegistered in
$1.1BFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Oak Harvest Investment ServicesOct 2021 to now
- Oak Harvest Financial GroupOct 2021 to now
- UnemployedFeb 2021 to Oct 2021
- Hodos Wealth GroupJan 2021 to Feb 2021
- Private Advisor Group, LLCJun 2016 to Jan 2021
- Kidwell & CompanyNov 2015 to Jan 2021
- Private Advisor Group/lpl Financial dba Kidwell &Nov 2015 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Oak Harvest Investment Services
Legal name: Oak Harvest Investment Services, LLC
$1.1BAssets managed
978Clients
19Advisers
7 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
- 4191671
- Firm CRD
- 173293