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 2,700 independent registered representatives, 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.
National Financial®
For your protection, client accounts are custodied at National Financial Services, LLC, member FINRA/SIPC, a Fidelity Investments company where they enjoy the same protections as all Fidelity accounts.
Copyright 2023 - Schneider Wealth Strategies • Cambridge’s Form CRS (Customer Relationship Summary) • Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Schneider Wealth Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, IL, MA, MD, ME, NC, NJ, NY, OH, PA, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside the specific states referenced. Powered by Levitate. | Privacy Policy