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Emma Isabelle Schneider

Investment adviser representative at Tradewinds, LLC
12 yearsYears since first job or exam
1 stateRegistered in
$659.4M
5 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Tradewinds, LLCFeb 2026 to now
  2. Morgan StanleyApr 2025 to Feb 2026
  3. Willow Spring High School (wake County Public School System)Aug 2022 to Jan 2025
  4. LoftFeb 2022 to May 2022
  5. PublixMay 2020 to Aug 2020
  6. North Carolina State UniversityAug 2018 to May 2022
  7. PomodorosJul 2016 to Aug 2019
  8. TC Roberson High SchoolAug 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NC).

Tradewinds, LLC

$659.4M
505Clients
11Advisers
5 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

8061141
316415
Advisor's SEC record (opens in a new tab)
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