Todd Aaron Schneider
Investment Adviser Representative at Ascentis Independent Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Todd Aaron Schneider is an investment adviser representative with Ascentis Independent Advisors, LLC in Southlake, TX, where they have been registered since 2022. They have worked in the securities industry since 2011 and have been registered with 6 firms, including Golden State Equity Advisors, LLC and Cutter Financial Group LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Schneider Wealth Management, LLCAug 2011 – no end date reportedSouthlake, TX
- Precision Capital ManagementFeb 2015 – Mar 2018Falmouth, MA
- Cutter Financial Group LLCOct 2017 – Jan 2021Southlake, TX
- Golden State Equity PartnersJan 2021 – no end date reportedSouthlake, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ascentis Independent Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 47
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Dallas, TX
- SEC file number:
- 801-126441
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 13, 2026
View full firm profileOther advisors at Ascentis Independent Advisors, LLC
Showing 12 of 47 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Aaron Schneider has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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