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David Geoffrey Schneider

WAYCROSS INVESTMENT MANAGEMENT COMPANY·BELLINGHAM, Washington
Clean recordWAYCROSS INVESTMENT MANAGEMENT COMPANY
119 N COMMERCIAL ST, BELLINGHAM, WA 98225CRD# 6308645Firm CRD# 105034

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Geoffrey Schneider · BELLINGHAM, WA
Registration
CRD #6308645 · WAYCROSS INVESTMENT MANAGEMENT COMPANY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Geoffrey Schneider is a registered financial advisor based in BELLINGHAM, Washington, affiliated with WAYCROSS INVESTMENT MANAGEMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WAYCROSS INVESTMENT MANAGEMENT COMPANY
WAYCROSS INVESTMENT MANAGEMENT CO
AUM
$195M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WAYCROSS INVESTMENT MANAGEMENT COMPANY →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6308645
Firm CRD# 105034
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Geoffrey Schneider offer?
David Geoffrey Schneider specializes in Financial Planning, Investment Management. Contact their office in BELLINGHAM, Washington for a consultation.
What are David Geoffrey Schneider's credentials?
David Geoffrey Schneider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Geoffrey Schneider located?
David Geoffrey Schneider is based in BELLINGHAM, Washington, working with WAYCROSS INVESTMENT MANAGEMENT COMPANY. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.
How does David Geoffrey Schneider charge for services?
David Geoffrey Schneider's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAYCROSS INVESTMENT MANAGEMENT COMPANY?
WAYCROSS INVESTMENT MANAGEMENT COMPANY has approximately 4 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Frederick Ryan
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Luther Hartwell Hodges
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