David A. Schneider, CFP®
David A. Schneider has been committed to helping people effectively manage their wealth for more than twenty five years.
Working closely with clients to understand their current situation and their aspirations for the future, Mr. Schneider creates thoroughly personalized financial and investment plans based on the unique needs of each individual.
Due to his knowledge and experience, Mr. Schneider is welcomed as a guest speaker at investment seminars and industry conferences, and he has provided commentary in a variety of publications including The New York Times, Money Magazine, The Wall Street Journal, USA Today, Investment News, Time, Financial Advisor IQ, U.S News & World Report, Bankrate.com, Financial Advisor, CNBC and Financial Planning.
As a truly independent advisor, his advice is not influenced by pressure to steer investments one way or another to fulfill obligations to anyone other than the client he is currently serving.
The plans he creates are the result of an in-depth understanding of the needs of each client, combined with years of study and academic research into what really works in investing. The result is an evidence-driven, fact-based financial plan designed to maximize client success, free from the influence of hype, fads and short-term thinking.
As an independent financial advisor, he has the benefit of access to investment options that may not be available to financial advisors tied to large Wall Street Firms, which is an advantage that can make a substantial difference for his clients.
He enjoys a sterling reputation for high-touch, proactive client service and unparalleled access, a perfect match for the needs of successful business owners, high-profile professionals, and affluent retirees in the New York Metropolitan area.
Since becoming a financial advisor in 1989, Mr. Schneider has been associated with a number of major Wall Street firms including Shearson Lehman Hutton, Prudential Securities, and Raymond James Financial Services. Affiliated with Cambridge Investment Research since 2007 as an independent financial advisor, he now offers services through Schneider Wealth Strategies.
He earned his B.A. in philosophy from New York University and a Certificate in Financial Planning from the College for Financial Planning. He holds Life and Health Insurance licenses and FINRA series 7, 24 and 63 registrations, and is a Certified Financial Planner™ professional. He is an active member of the National Financial Planning Association, the New York Financial Planning Association, and the Financial Services Institute.
Building on the expertise he has acquired through decades as a trusted advisor, Mr. Schneider is committed to offering customized financial planning and investment solutions based on the unique needs of each client.
As Client Service Manager, Wanda is responsible for managing client communications, opening accounts, expediting account transfers, and facilitating day-to-day office operations. With experience both in financial services and as a legal assistant, Wanda Mercado has devoted more than 20 years to administrative support and client service. A committed professional, Wanda provides attentive and highly personalized service to our clients in order to ensure that their needs are addressed promptly and accurately. When she is not in the office, Wanda enjoys New York City’s rare bookshops, classic movies, exotic cuisine and music of all kinds.
Schneider Wealth Strategies is pleased to have selected Cambridge Investment Research, Inc., Member FINRA/SIPC, to perform compliance, trade processing, technology support, research, and administrative services. With more than 2,400 independent registered representatives and $53.4 billion in assets under management, Cambridge is one of the most respected and largest privately held independent broker-dealers in the United States.
Since its birth more than 30 years ago, Cambridge has continually put the objectivity of independent financial professionals first. Like us, Cambridge believes that the freedom to recommend truly best-of-breed solutions for our clients, unburdened by third-party pressures, is the best way to ensure the long-term success of financial professionals, their clients, and indeed, the financial services industry at large.
For your protection, Cambridge accounts of Schneider Wealth Strategies clients are custodied at National Financial Services, LLC, member FINRA/SIPC, a Fidelity Investments company, where they enjoy the same protections as all Fidelity Investments accounts.