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Ragan Melanie Schneider

CHURCHILL INVESTMENT MANAGEMENT, LLC·CHARLOTTE, North Carolina
Clean recordCHURCHILL INVESTMENT MANAGEMENT, LLC
101 WEST WORTHINGTON AVENUE, CHARLOTTE, NC 28203CRD# 7185151Firm CRD# 305060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ragan Melanie Schneider · CHARLOTTE, NC
Registration
CRD #7185151 · CHURCHILL INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ragan Melanie Schneider is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CHURCHILL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CHURCHILL INVESTMENT MANAGEMENT LLC
CHURCHILL INVESTMENT MANAGEMENT, LLC
AUM
$187M
Regulatory assets under management
Employees
85
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVANCE, SERVICING, EXTENSION AND MODIFICATION FEES
Regulatory
SEC/IARD CRD# 7185151
Firm CRD# 305060
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ragan Melanie Schneider offer?
Ragan Melanie Schneider specializes in Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Ragan Melanie Schneider's credentials?
Ragan Melanie Schneider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ragan Melanie Schneider located?
Ragan Melanie Schneider is based in CHARLOTTE, North Carolina, working with CHURCHILL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Ragan Melanie Schneider charge for services?
Ragan Melanie Schneider's firm is compensated through percentage of aum, performance-based fees, other: advance, servicing, extension and modification fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHURCHILL INVESTMENT MANAGEMENT, LLC?
CHURCHILL INVESTMENT MANAGEMENT, LLC has approximately 85 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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