Role at Gresham Partners
- Title on Schedule A
- Partner
- Control
- Gregory Schneiderman is a control person of Gresham Partners.
- Ownership
- The filed direct ownership band is 5% to 10%.
- Tenure
- Gregory Schneiderman has held the filed role since January 2018.
The firm
Form ADV filed 16 July 2026
Career on record
Gregory Schneiderman has been registered through Gresham Partners since June 2019.
- Gresham Partners, LLCCurrent– present · 7 yearsChicago, IL · Adviser representative · Firm CRD 108668
- Passed Series 63 · 2003
- Passed Series 7 · 2002
- Passed Series 62 · 2000
Registrations and exams
Gregory Schneiderman has a current investment-adviser registration in Louisiana and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Louisiana | Investment adviser representative | Approved | 21 June 2019 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 January 2003 |
| Series 7 | General Securities Representative Examination | 18 November 2002 |
| Series 62 | Corporate Securities Limited Representative Examination | 21 March 2000 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Corporate Securities Limited Representative Examination
Individual record
- Full name
- Gregory David Schneiderman
- CRD
- 3262684
- Registration status
- Investment adviser registration
- Office
- 333 West Wacker Drive, Suite 700, Chicago, IL 60606
- Firm bio
- greshampartners.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Gresham identifies Greg Schneiderman as Partner, Senior Investment Strategist & Advisor, working with its Investment Team and client families on investment themes, allocation concepts, implementation strategies, and performance results. Official Gresham Partners biography
Education
- Gresham lists a B.S.B.A. in Accounting and Finance from Washington University.Official Gresham Partners biography
Common questions
Where does Gregory Schneiderman work?
Gregory Schneiderman has been Partner of Gresham Partners, LLC since January 2018, and is a control person of the firm.
Is Gregory Schneiderman a financial advisor?
Yes. Gregory Schneiderman has a current investment-adviser registration in Louisiana, through Gresham Partners since June 2019, as of 17 October 2026.
How many years of experience does Gregory Schneiderman have?
Gregory Schneiderman has worked in the financial industry for 7 years as of 17 October 2026, counted from 20 June 2019, across 1 adviser firm.
What exams has Gregory Schneiderman passed?
Gregory Schneiderman has passed 3 licensing exams: the Series 62, Series 7 and Series 63. The earliest, the Series 62, was passed in March 2000.
Where is Gregory Schneiderman based?
Gregory Schneiderman’s registered office is in Chicago, IL.
Leadership at Gresham Partners
- Edward NeildChief Executive Officer
- David SalsburgPresident
- Robert NanneyChief Compliance Officer
- Ben BeaversFounder
- Matthew BonaguidiPartner
- David ColtonPartner
- Justin GullmanPartner
- Kim KaminPartner
- Steven LomanPartner
- Linda MoravaPartner
- Joseph SimpsonPartner
- Leisa StorbeckPartner
- Sean WarringtonPartner