Alexander John Papson
Investment adviser representative at Schneider Downs Wealth Management Advisors, LP
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.3BFirm 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
11 years in the industry.
- Schneider Downs Wealth Management Advisors, LPApr 2019 to now
- D.B. Root & Company, LLCJan 2018 to Mar 2019
- Purshe Kaplan Sterling InvestmenetsJan 2018 to Mar 2019
- Cantor Fitzgerald Wealth PartnersJun 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Schneider Downs Wealth Management Advisors, LP
$3.3BAssets managed
786Clients
22Advisers
22 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
- 6525779
- Firm CRD
- 128591