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Daniel Kalin Schindler

CLARIS ADVISORS, LLC·ST. LOUIS, Missouri
Unclaimed Profile
800 MARKET STREET, ST. LOUIS, MO 63101-2501CRD# 7504912Firm CRD# 117734
01

About

Daniel Kalin Schindler is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with CLARIS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLARIS ADVISORS, LLC
CLARIS ADVISORS, LLC
AUM
$678M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CLARIS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7504912
Firm CRD# 117734
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Kalin Schindler offer?
Daniel Kalin Schindler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Daniel Kalin Schindler's credentials?
Daniel Kalin Schindler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Kalin Schindler located?
Daniel Kalin Schindler is based in ST. LOUIS, Missouri, working with CLARIS ADVISORS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Daniel Kalin Schindler charge for services?
Daniel Kalin Schindler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARIS ADVISORS, LLC?
CLARIS ADVISORS, LLC has approximately 5 employees and manages $678M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ST. LOUIS
Kelly Ann Richert — CLAYTON FINANCIAL GROUP, LLCTimothy Gerard Crowley — NLHMC III, LLCRichard Elias — WELLS FARGO ADVISORS FINANCIAL NETWORK, LLCRichard David Link — EDWARD D. JONES & CO., L.P.Harold Rockwell Kroeger — TOWERHILL WEALTH MANAGEMENT, LLC
Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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