Maxwell F Schoeneborn
Investment adviser representative at Advisory Services Network
10 yearsExperience
1 stateRegistered in
$10.6BFirm assets
16 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Advisory Services Network, LLCAug 2025 to now
- Dsp Wealth StrategiesMay 2024 to now
- Tale Innovations IncJan 2024 to Jul 2025
- Florida Financial AdvisorsSep 2023 to Dec 2023
- Concrete Services Inc.May 2023 to Aug 2023
- South River Boat RentalsMay 2021 to May 2024
- University of TampaAug 2020 to Jul 2025
- South River High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 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
- 7803292
- Firm CRD
- 146051