Unclaimed Profile

Martin Manning Wasmer

WASMER, SCHROEDER & COMPANY, LLC·NAPLES, Florida

Series 7, Series 63, Series 65Clean record37 years registeredWASMER, SCHROEDER & COMPANY, LLC

600 FIFTH AVENUE SOUTH, NAPLES, FL 34102CRD# 1201458Firm CRD# 105323

Profile Verification

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

Identity

Martin Manning Wasmer · NAPLES, FL

Registration

CRD #1201458 · WASMER, SCHROEDER & COMPANY, LLC · 37 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WASMER, SCHROEDER & COMPANY, LLC

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Jul 2020 – Dec 2024

Naples, FL

WSC BANK ADVISORS LLC

Jul 2013 – Mar 2014

NAPLES, FL

WASMER SCHROEDER

Aug 1988 – Jul 2020

NAPLES, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 19, 1988

Years registered · 37

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

Speak with Martin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Martin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NAPLES?

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

Browse NAPLES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Martin Manning Wasmer offer?

Martin Manning Wasmer specializes in Investment Management.

What are Martin Manning Wasmer's credentials?

Martin Manning Wasmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Manning Wasmer located?

Martin Manning Wasmer is based in NAPLES, Florida, last registered with WASMER, SCHROEDER & COMPANY, LLC.

How does Martin Manning Wasmer charge for services?

Martin Manning Wasmer'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 & COMPANY, LLC?

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

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →