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Marc Benjamin Schindler

PIVOT POINT ADVISORS, LLC·BELLAIRE, Texas
Series 3, Series 7, Series 63, Series 65Clean record24 years registeredPIVOT POINT ADVISORS, LLC
5959 WEST LOOP SOUTH, BELLAIRE, TX 77401CRD# 1830780Firm CRD# 130562

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Benjamin Schindler · BELLAIRE, TX
Registration
CRD #1830780 · PIVOT POINT ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

PIVOT POINT ADVISORS, LLC
May 2004 – present
RBC DAIN RAUSCHER INC.
Jun 2002 – Jun 2004
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · June 12, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PIVOT POINT ADVISORS, LLC
CRD 130562 · SEC 801-129978
AUM
$121M
Regulatory assets under management
Employees
3
303 client accounts
Services offered by PIVOT POINT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PIVOT POINT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Marc Benjamin Schindler offer?
Marc Benjamin Schindler specializes in Financial Planning, Investment Management. Contact their office in BELLAIRE, Texas for a consultation.
What are Marc Benjamin Schindler's credentials?
Marc Benjamin Schindler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Benjamin Schindler located?
Marc Benjamin Schindler is based in BELLAIRE, Texas, working with PIVOT POINT ADVISORS, LLC. Their office serves clients in the BELLAIRE metropolitan area and surrounding communities.
How does Marc Benjamin Schindler charge for services?
Marc Benjamin 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 PIVOT POINT ADVISORS, LLC?
PIVOT POINT ADVISORS, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Martin Gremm
BELLAIRE, TX

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