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Nancy Mortenson Neary

SCHNEIDER CAPITAL MANAGEMENT CORP·WAYNE, Pennsylvania
Unclaimed Profile
460 EAST SWEDESFORD RD, WAYNE, PA 19087CRD# 1420036Firm CRD# 108847
01

About

Nancy Mortenson Neary is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with SCHNEIDER CAPITAL MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SCHNEIDER CAPITAL MANAGEMENT CORP
SCHNEIDER CAPITAL MANAGEMENT CORP.
AUM
$411M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SCHNEIDER CAPITAL MANAGEMENT CORP →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1420036
Firm CRD# 108847
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nancy Mortenson Neary offer?
Nancy Mortenson Neary specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Nancy Mortenson Neary's credentials?
Nancy Mortenson Neary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Mortenson Neary located?
Nancy Mortenson Neary is based in WAYNE, Pennsylvania, working with SCHNEIDER CAPITAL MANAGEMENT CORP. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Nancy Mortenson Neary charge for services?
Nancy Mortenson Neary'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 SCHNEIDER CAPITAL MANAGEMENT CORP?
SCHNEIDER CAPITAL MANAGEMENT CORP has approximately 7 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WAYNE
Robert Michael Mitchell — CONESTOGA CAPITAL ADVISORS, LLCWilliam Conaway Martindale — ADONDO CORPORATIONDuane Randall Dorazio — CONESTOGA CAPITAL ADVISORS, LLCMichelle Lynn Patterson — CONESTOGA CAPITAL ADVISORS, LLCRichard John Pinola — GPS INVESTMENT GROUP LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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