Unclaimed Profile

Robert Brian Schmidt

MASON ROAD WEALTH ADVISORS, L.L.C.·CHESTERFIELD, Missouri

Series 65Clean record12 years registeredMASON ROAD WEALTH ADVISORS, L.L.C.

424 S WOODS MILL ROAD, CHESTERFIELD, MO 63017CRD# 5997370Firm CRD# 134109

Profile Verification

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

Identity

Robert Brian Schmidt · CHESTERFIELD, MO

Registration

CRD #5997370 · MASON ROAD WEALTH ADVISORS, L.L.C. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MASON ROAD WEALTH ADVISORS, L.L.C.

MASON ROAD WEALTH ADVISORS, L.L.C.

Jan 2014 – Jul 2022

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 30, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MASON ROAD WEALTH ADVISORS, L.L.C.

CRD 134109 · SEC 801-113414

AUM

$116M

Regulatory assets under management

Employees

402 client accounts

Services offered by MASON ROAD WEALTH ADVISORS, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MASON ROAD WEALTH ADVISORS, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Robert Brian Schmidt offer?

Robert Brian Schmidt specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Brian Schmidt's credentials?

Robert Brian Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Brian Schmidt located?

Robert Brian Schmidt is based in CHESTERFIELD, Missouri, last registered with MASON ROAD WEALTH ADVISORS, L.L.C..

How does Robert Brian Schmidt charge for services?

Robert Brian Schmidt'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 MASON ROAD WEALTH ADVISORS, L.L.C.?

MASON ROAD WEALTH ADVISORS, L.L.C. has approximately 6 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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