Brett Ryan Schmader
Investment adviser representative at Evermay Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
17 yearsFirm in business
Are you Brett Ryan Schmader? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Evermay Wealth Management, LLCJan 2026 to now
- UnemployedMay 2025 to Dec 2025
- DmiMay 2023 to Aug 2024
- Ozzie's Good EatsDec 2021 to May 2023
- University of VirginiaAug 2021 to May 2025
- Westwood Country ClubMay 2021 to Aug 2021
- ChipotleJul 2019 to May 2021
- Oakton High SchoolAug 2017 to Jun 2021
- Franklin Middle SchoolAug 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Evermay Wealth Management, LLC
$1.3BAssets managed
567Clients
23Advisers
17 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
- 8172645
- Firm CRD
- 149230