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Schneider Downs Wealth Management
Advisors, LP is a financial and investment planning
affiliate owned and operated by the shareholders of Schneider
Downs & Co., Inc.
Schneider Downs Wealth Management Advisors, LP is
a Registered Investment Advisor with the Securities &
Exchange Commission. As a Registered Investment Advisor, Schneider
Downs Wealth Management Advisors, LP and its advisory representatives
may only offer investment advice in states that it maintains
appropriate advisory notice filings and agent registrations,
or in states in which they are currently exempt from notice
filing/registration. A copy of Schneider Downs Wealth Management
Advisors, LP’s current privacy notice along with our
written disclosure statement discussing our business operations,
services, and fees is available upon request.
Follow-up individualized responses to persons in a state by
such a firm or individual that involve either effecting or
attempting to effect transactions in securities, or the rendering
of personalized investment advice for compensation, will not
be made without first complying with appropriate state licensing
requirements, or an applicable exemption or exclusion. For
information concerning the licensing status or disciplinary
history of a broker/dealer, investment adviser, BD agent,
or IA rep, a consumer should contact his or her state securities
law administrator.
Certain advisory representative of Schneider Downs
Wealth Management Advisors, LP are also registered as representatives
of American General Securities Incorporated, Member
NASD/SIPC. Member of American International Group, Inc. Schneider
Downs Wealth Management Advisors, LP is a separate entity
from any member of the American International Group, Inc.
These registered representatives of American General Securities
are licensed to offer securities products and services in
PA, OH, AL, AZ, CA, FL, IN, NC, NV and WV.
This web site is believed to provide accurate and authoritative
information in regards to the subject matter covered. The
accuracy of the information is not guaranteed and is provided
with the understanding that we are not rendering legal, accounting,
tax, or other professional services. If legal advice or other
expert assistance is required, the services of a competent
professional should be sought.
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