Joshua D Schneider
Investment adviser representative at Everoak Wealth Co
19 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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
19 years in the industry.
- Everoak Wealth CoJan 2022 to now
- Cetera Investment Advisers LLCAug 2023 to Sep 2026
- Cetera Wealth Services, LLCAug 2023 to Sep 2026
- Securian Financial ServicesJan 2022 to Aug 2023
- T. Rowe Price Investment Services, Inc.Jan 2007 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Everoak Wealth Co
Legal name: Everoak Wealth Co., LLC
$0Assets managed
0Clients
8Advisers
Under 1 yearIn 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
- 5042439
- Firm CRD
- 344190