Unclaimed Profile

Schuyler Oda Mann

RETIREMENT WELLNESS GROUP LLC·PASADENA, California

SIE, Series 7, Series 66Clean record15 years registeredRETIREMENT WELLNESS GROUP LLC

123 SOUTH MARENGO AVE., PASADENA, CA 91101CRD# 5759566Firm CRD# 297255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Schuyler Oda Mann · PASADENA, CA

Registration

CRD #5759566 · RETIREMENT WELLNESS GROUP LLC · 15 years registered

Brand Profile

Not yet started

Career History

RETIREMENT WELLNESS GROUP

Jul 2018 – present

M HOLDINGS SECURITIES, INC.

Oct 2012 – May 2018

TORRANCE, CA

M HOLDINGS SECURITIES, INC.

Mar 2011 – Jun 2012

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 15, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT WELLNESS GROUP LLC

CRD 297255 · SEC 801-113447

AUM

$486M

Regulatory assets under management

Employees

81 client accounts

Services offered by RETIREMENT WELLNESS GROUP LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at RETIREMENT WELLNESS GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Schuyler Oda Mann offer?

Schuyler Oda Mann specializes in Investment Management. Contact their office in PASADENA, California for a consultation.

What are Schuyler Oda Mann's credentials?

Schuyler Oda Mann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Schuyler Oda Mann located?

Schuyler Oda Mann is based in PASADENA, California, working with RETIREMENT WELLNESS GROUP LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Schuyler Oda Mann charge for services?

Schuyler Oda Mann's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT WELLNESS GROUP LLC?

RETIREMENT WELLNESS GROUP LLC has approximately 2 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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