Partner · ARS Investment Partners, LLC
Andrew J. Schmeidler
CRD 2287823 · Named on Form ADV at one SEC-registered adviser
At a glance
ARS Investment Partners, LLC, an SEC-registered wealth manager based in New York, NY with $2.7 billion in regulatory assets, lists Andrew J. Schmeidler on its Form ADV as Partner, a control person.
Firms and roles
- ARS Investment Partners, LLCPartnerWealth manager · New York, NY · $2.7B in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Andrew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Arnold R. SchmeidlerSenior Partner, ARS Investment Partners, LLC
- Stephen R. BurkeManaging Partner and Director, ARS Investment Partners, LLC
- Sean D. LawlessPartner, ARS Investment Partners, LLC
- Trevor W. MaunderDirector, ARS Investment Partners, LLC
- Porter Ross Taylor IIIPartner, ARS Investment Partners, LLC
3 more people named with Andrew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.