Claim Profile
DS

Dan Schneider

STAGE POINT CAPITAL, LLC·NAPLES, Florida
Unclaimed Profile
8805 TAMIAMI TRAIL NORTH, NAPLES, FL 34018CRD# 7189355Firm CRD# 306109
01

About

Dan Schneider is a registered financial advisor based in NAPLES, Florida, affiliated with STAGE POINT CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
STAGE POINT CAPITAL, LLC
STAGE POINT CAPITAL, LLC
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 7189355
Firm CRD# 306109
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Dan Schneider offer?
Dan Schneider is a registered financial advisor in NAPLES, Florida. Contact their office for details on services offered.
What are Dan Schneider's credentials?
Dan Schneider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan Schneider located?
Dan Schneider is based in NAPLES, Florida, working with STAGE POINT CAPITAL, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How large is STAGE POINT CAPITAL, LLC?
STAGE POINT CAPITAL, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty