Nicholas Gerard Schmidt
Investment adviser representative at &partners
13 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
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
13 years in the industry.
- &partners, LLCJun 2024 to now
- Wells Fargo Clearing Services, LLC.May 2021 to Jun 2024
- UnemployedNov 2020 to Apr 2021
- Wells Fargo Clearing Services, LLCJul 2019 to Nov 2020
- Wolfgang's SteakhouseFeb 2019 to Jul 2019
- Self EmployedOct 2018 to Feb 2019
- UnemployedAug 2018 to Oct 2018
- Veritable L.P.Aug 2017 to Jul 2018
- Villanova UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 6675165
- Firm CRD
- 3767