Unclaimed Profile

Emily Mahan Riddell

WASMER SCHROEDER & CO INC·NAPLES, Florida

Series 65Clean record15 years registeredWASMER SCHROEDER & CO INC

600 FIFTH AVENUE SOUTH, NAPLES, FL 34102CRD# 5859237Firm CRD# 105323

Profile Verification

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

Identity

Emily Mahan Riddell · NAPLES, FL

Registration

CRD #5859237 · WASMER SCHROEDER & CO INC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WASMER SCHROEDER & CO INC

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Jul 2020 – Oct 2023

Naples, FL

WASMER SCHROEDER

Nov 2010 – Jul 2020

NAPLES, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WASMER, SCHROEDER & COMPANY, LLC

CRD 105323 · SEC 801-32554

AUM

$67M

Regulatory assets under management

Employees

1 client accounts

Services offered by WASMER, SCHROEDER & COMPANY, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at WASMER, SCHROEDER & COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Emily Mahan Riddell offer?

Emily Mahan Riddell specializes in Investment Management.

What are Emily Mahan Riddell's credentials?

Emily Mahan Riddell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Emily Mahan Riddell located?

Emily Mahan Riddell is based in NAPLES, Florida, last registered with WASMER SCHROEDER & CO INC.

How does Emily Mahan Riddell charge for services?

Emily Mahan Riddell'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 WASMER SCHROEDER & CO INC?

WASMER SCHROEDER & CO INC has approximately 10 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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