Managing Partner and Chief Compliance Officer · Ohana Advisors
Edward J. Schneider IV
CRD 2920375 · Named on Form ADV at one SEC-registered adviser
At a glance
Ohana Advisors, an SEC-registered wealth manager based in SAN Rafael, CA with $2.8 billion in regulatory assets, lists Edward J. Schneider IV on its Form ADV as Managing Partner and Chief Compliance Officer, a control person.
Firms and roles
- Ohana AdvisorsManaging Partner and Chief Compliance OfficerWealth manager · SAN Rafael, CA · $2.8B in regulatory assets
AtlasMembers
Edward’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
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David SchraderManaging Director, Ohana Advisors
- Joshua M. RichterChief Investment Officer and Managing Partner, Ohana Advisors
- Christina G. De MarchiManaging Director, Ohana Advisors
- Hayley L. GilbertManaging Director, Ohana Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.