Erin Rose Schneider
Investment adviser representative at Benefit Financial Services Group
15 yearsExperience
2 statesRegistered in
$1.5BFirm assets
19 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 assetsHourlyFixed or flat feeOther
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
15 years in the industry.
- Benefit Financial Services GroupJun 2021 to now
- AonJun 2019 to Aug 2019
- Bentley University Undergraduate AdmissionsSep 2018 to Apr 2021
- Ridgefield Operation for Animal RescueApr 2017 to Feb 2019
- Bissell PharmacyAug 2016 to Feb 2017
- Full Time StudentSep 2011 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
Benefit Financial Services Group
Legal name: Bfsg, LLC
$1.5BAssets managed
887Clients
25Advisers
19 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
- 7563397
- Firm CRD
- 143617