David P Schneider
Investment adviser representative at Obsidian Cio LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.3BFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Obsidian Cio LLCJun 2026 to now
- Pgim Investments,LLCOct 2019 to Jun 2026
- Prudential Investment Management Services LLCOct 2019 to Jun 2026
- Oppenheimer & Co. Inc.May 2018 to Oct 2019
- Kean UniversitySep 2016 to Dec 2017
- Somerset Hills Country ClubMay 2015 to Oct 2017
- David Ellis EventsNov 2014 to May 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Obsidian Cio LLC
$1.3BAssets managed
7Clients
2Advisers
9 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
- 6953612
- Firm CRD
- 289000