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Steven Daniel Schneider

STEEL PEAK WEALTH MANAGEMENT, LLC·WOODLAND HILLS, California
Unclaimed Profile
21650 OXNARD STREET, WOODLAND HILLS, CA 91367CRD# 6243994Firm CRD# 165168
01

About

Steven Daniel Schneider is a registered financial advisor based in WOODLAND HILLS, California, affiliated with STEEL PEAK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEELPEAK WEALTH, LLC
STEELPEAK WEALTH, LLC
AUM
$2.5B
Regulatory assets under management
Employees
46
Total firm employees
View all advisors at STEELPEAK WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6243994
Firm CRD# 165168
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Daniel Schneider offer?
Steven Daniel Schneider specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are Steven Daniel Schneider's credentials?
Steven Daniel Schneider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Daniel Schneider located?
Steven Daniel Schneider is based in WOODLAND HILLS, California, working with STEEL PEAK WEALTH MANAGEMENT, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does Steven Daniel Schneider charge for services?
Steven Daniel Schneider'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 STEEL PEAK WEALTH MANAGEMENT, LLC?
STEEL PEAK WEALTH MANAGEMENT, LLC has approximately 46 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WOODLAND HILLS
Amit Raz Stavinsky — TAMAR SECURITIES, LLCReza Nmn Zamani — STEELPEAK WEALTH, LLCMaziar Nmn Esmailbeigi — STEELPEAK WEALTH, LLCAlireza Nmn Zamani — STEELPEAK WEALTH, LLCMarieanne Jorajuria — PROMETHEUS ACCESS ADMINISTRATOR, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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