Chairman & Treasurer · Ingham Retirement Group
Megan E Schneider
CRD 7618402 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Ingham Retirement Group, an SEC-registered asset manager based in Miami, FL with $2.6 billion in regulatory assets, lists Megan E Schneider on its Form ADV as Chairman & Treasurer, a control person. The SEC filings also name Megan at 2 other registered advisers.
Firms and roles
- Ingham Retirement GroupChairman & TreasurerAsset manager · Miami, FL · $2.6B in regulatory assets
- Daybright Advisory Services, Inc.Chairman & TreasurerAsset manager · Miami, FL · $997M in regulatory assets
- Pasi Investments, LLCChairman & TreasurerAsset manager · Farmington, CT · $676M in regulatory assets
AtlasMembers
Megan’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 each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- 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.
Colleagues named on the same filings
- Marc J. EichbergSenior Vice President, Ingham Retirement Group
- Matthew G. RiordanChief Financial Officer, Ingham Retirement Group
- Patrick W. HalePresident, Ingham Retirement Group
- Melanie J. Hancock BrownChief Compliance Officer, Ingham Retirement Group
- Jacques PierreSenior VP & Secretary, Ingham Retirement Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.