Schneider Downs Wealth Management Advisors, LP is a financial and investment planning affiliate owned and operated by the shareholders of Schneider Downs & Co., Inc.
Schneider Downs Wealth Management Advisors, LP is a Registered Investment Advisor with the Securities & Exchange Commission. As a Registered Investment Advisor, Schneider Downs Wealth Management Advisors, LP and its advisory representatives may only offer investment advice in states that it maintains appropriate advisory notice filings and agent registrations, or in states in which they are currently exempt from notice filing/registration. A copy of Schneider Downs Wealth Management Advisors, LP’s current privacy notice along with our written disclosure statement discussing our business operations, services, and fees is available upon request.
Follow-up individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate state licensing requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Certain advisory representatives of Schneider Downs Wealth Management Advisors, LP are also registered as representatives of American General Securities Incorporated (AGSI), Member FINRA/SIPC. Member of American International Group, Inc. Schneider Downs Wealth Management Advisors, LP is a separate entity from any member of the American International Group, Inc. The services offered through AGSI are limited to commission based brokerage transactions and transactions conducted under AGSI’s corporate RIA. The primary service provided includes assisting individual participants with rollover of their 401(k) plans upon termination of their employment with the Company. These individuals are licensed to sell securities in one or more of the following states: Pennsylvania, Ohio, Alabama, North Carolina; Securities - Pennsylvania, Ohio, Alabama, Arizona, California, Colorado, Florida, Indiana, Maryland, Michigan, Nevada, North Carolina, Virginia, West Virginia.
This web site is believed to provide accurate and authoritative information in regards to the subject matter covered. The accuracy of the information is not guaranteed and is provided with the understanding that we are not rendering legal, accounting, tax, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.
