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 Schneider Downs Corporate Finance, LP (SDCF). SDCF is registered broker/dealer, member FINRA/SIPC, established to facilitate investment banking or mergers and acquisitions projects that may involve securities transactions. It does not receive or hold funds or securities for, or owe funds or securities to, customers and does not carry accounts of or for customers. Although an affiliated entity, it has no business involvement with the Adviser.
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