Joshua Shneyderov
Investment adviser representative at Sapient Capital LLC
12 yearsExperience
1 stateRegistered in
$13.8BFirm assets
3 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Sapient Capital LLCFeb 2023 to now
- Stifel, Nicolaus & Company, IncorporatedMay 2022 to Mar 2023
- Orec Securities, LLCOct 2019 to Jun 2022
- Hutchinson, Shockey, Erley & Co.Aug 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
Sapient Capital LLC
$13.8BAssets managed
1,017Clients
37Advisers
3 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
- 4800084
- Firm CRD
- 324899