Director · Schwab Wealth Advisory, Inc.
Stacy A Niedermeier
CRD 5171163 · Named on Form ADV at one SEC-registered adviser
At a glance
Schwab Wealth Advisory, Inc., an SEC-registered asset manager based in SAN Francisco, CA with $0 in regulatory assets, lists Stacy A Niedermeier on its Form ADV as Director, a control person.
Firms and roles
- Schwab Wealth Advisory, Inc.DirectorAsset manager · SAN Francisco, CA · $0M in regulatory assets
AtlasMembers
Stacy’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.
Colleagues named on the same filings
- Bryan L. OlsonPresident, Schwab Wealth Advisory, Inc.
- Alyssa J. HuffmanChief Compliance Officer, Schwab Wealth Advisory, Inc.
- Franklin A. ThackerDirector, Schwab Wealth Advisory, Inc.
- Christy M SilvanicChief Financial Officer, Schwab Wealth Advisory, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stacy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.