Unclaimed Profile

Marc Robert Schneidman

AQUILO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California

Series 7, Series 63, Series 65Clean record16 years registeredAQUILO CAPITAL MANAGEMENT, LLC

ONE LETTERMAN DRIVE, SAN FRANCISCO, CA 94129CRD# 5633351Firm CRD# 153022

Profile Verification

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

Identity

Marc Robert Schneidman · SAN FRANCISCO, CA

Registration

CRD #5633351 · AQUILO CAPITAL MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AQUILO CAPITAL MANAGEMENT, LLC

AQUILO CAPITAL MANAGEMENT, LLC

Jun 2010 – Mar 2025

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 29, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AQUILO CAPITAL MANAGEMENT, LLC

CRD 153022 · SEC 801-111633

AUM

$258M

Regulatory assets under management

Employees

4 client accounts

Services offered by AQUILO CAPITAL MANAGEMENT, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at AQUILO CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Marc Robert Schneidman offer?

Marc Robert Schneidman specializes in Retirement Planning.

What are Marc Robert Schneidman's credentials?

Marc Robert Schneidman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Robert Schneidman located?

Marc Robert Schneidman is based in SAN FRANCISCO, California, last registered with AQUILO CAPITAL MANAGEMENT, LLC.

How does Marc Robert Schneidman charge for services?

Marc Robert Schneidman's firm is compensated through percentage of aum, performance-based fees, other: performance-based profit allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AQUILO CAPITAL MANAGEMENT, LLC?

AQUILO CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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