Samuel Schmondiuk (CRD# 7371760) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Novi, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Novi, MI | Mar 2022 - Current | 2 |
| Ameriprise Financial | Novi, MI | Apr 2021 - Feb 2022 | < 1 |
| Michigan State University | East Lansing, MI | Aug 2020 - Apr 2021 | < 1 |
| Powerhouse Gym | East Lansing, MI | Aug 2020 - Apr 2021 | < 1 |
| Suburban Sports Group | East Lansing, MI | Aug 2020 - Apr 2021 | < 1 |
| Unique Fabricating | Rochester, MI | May 2020 - Aug 2020 | < 1 |
| Kroger | Rochester, MI | Apr 2020 - May 2020 | < 1 |
| Michigan State University | East Lansing, MI | Aug 2019 - Apr 2020 | < 1 |
| Hewson & Van Hellemont Pc | Oak Park, MI | May 2019 - Aug 2019 | < 1 |
| Suburban Sports Group | Rochester, MI | May 2019 - Aug 2019 | < 1 |
| Michigan State University | Oak Park, MI | Aug 2018 - Apr 2019 | < 1 |
| Basf | Southfield, MI | May 2018 - Aug 2018 | < 1 |
| Michigan State University | East Lansing, MI | Aug 2017 - Apr 2018 | < 1 |
| Student Painters | Macomb, MI | May 2017 - Aug 2017 | < 1 |
| N/a | Rochester, MI | Jan 2012 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- MI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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