Nicholas John Schneider
Investment adviser representative at Forty North Wealth
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$350.6MFirm 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 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
Experience
17 years in the industry.
- Forty North WealthNov 2021 to now
- Panoramic Investment AdvisorsNov 2021 to now
- Pruco Securities, LLCNov 2020 to Nov 2021
- The Prudential Insurance Co. of AmericaNov 2020 to Nov 2021
- TIAANov 2016 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCNov 2016 to Nov 2020
- Physicians Investment Advisors LLCApr 2015 to Nov 2016
- Physician Advisors, LLCJan 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Forty North Wealth
Legal name: Panoramic Investment Advisors, LLC
$350.6MAssets managed
534Clients
11Advisers
8 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
- 5516952
- Firm CRD
- 290770