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Doris Margaret Schmidt

WHITE MOUNTAINS ADVISORS LLC·GUILFORD, Connecticut
Unclaimed Profile
200 HUBBARD ROAD, GUILFORD, CT 06437CRD# 2362709Firm CRD# 104891
01

About

Doris Margaret Schmidt is a registered financial advisor based in GUILFORD, Connecticut, affiliated with WHITE MOUNTAINS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
WHITE MOUNTAINS ADVISORS LLC
WHITE MOUNTAINS ADVISORS LLC
AUM
$5.0B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at WHITE MOUNTAINS ADVISORS LLC →
Services
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2362709
Firm CRD# 104891
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Doris Margaret Schmidt offer?
Doris Margaret Schmidt specializes in Wealth Management, Fee-Only Advisory. Contact their office in GUILFORD, Connecticut for a consultation.
What are Doris Margaret Schmidt's credentials?
Doris Margaret Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Doris Margaret Schmidt located?
Doris Margaret Schmidt is based in GUILFORD, Connecticut, working with WHITE MOUNTAINS ADVISORS LLC. Their office serves clients in the GUILFORD metropolitan area and surrounding communities.
How does Doris Margaret Schmidt charge for services?
Doris Margaret Schmidt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE MOUNTAINS ADVISORS LLC?
WHITE MOUNTAINS ADVISORS LLC has approximately 30 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GUILFORD
Reid Tarlton Campbell — WHITE MOUNTAINS ADVISORS LLCJohn Davies Gillespie — PROSPECTOR PARTNERS ASSET MANAGEMENT, LLCKevin Raymond Obrien — PROSPECTOR PARTNERS ASSET MANAGEMENT, LLCPeter Nicholas Perugini — PROSPECTOR PARTNERS ASSET MANAGEMENT, LLCJason W Bear — COMPASS WEALTH MANAGEMENT LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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