Unclaimed Profile

Cary Lynn Schaefer

FIDUS INVESTMENT ADVISORS, LLC·EVANSTON, Illinois

Clean recordFIDUS INVESTMENT ADVISORS, LLC

1603 ORRINGTON AVE, EVANSTON, IL 60201CRD# 4694337Firm CRD# 156981

Profile Verification

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

Identity

Cary Lynn Schaefer · EVANSTON, IL

Registration

CRD #4694337 · FIDUS INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cary Lynn Schaefer is a registered financial advisor based in EVANSTON, Illinois, affiliated with FIDUS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

Speak with Cary

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

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

Firm Overview

Firm

FIDUS INVESTMENT ADVISORS, LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIDUS INVESTMENT ADVISORS, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4694337

Firm CRD# 156981

View on FINRA BrokerCheck →

Looking for a financial advisor in EVANSTON?

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

Browse EVANSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cary Lynn Schaefer offer?

Cary Lynn Schaefer specializes in Investment Management, Retirement Planning. Contact their office in EVANSTON, Illinois for a consultation.

What are Cary Lynn Schaefer's credentials?

Cary Lynn Schaefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cary Lynn Schaefer located?

Cary Lynn Schaefer is based in EVANSTON, Illinois, working with FIDUS INVESTMENT ADVISORS, LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.

How does Cary Lynn Schaefer charge for services?

Cary Lynn Schaefer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUS INVESTMENT ADVISORS, LLC?

FIDUS INVESTMENT ADVISORS, LLC has approximately 34 employees and manages $1.0B 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 →