Marla Schroeder has been an investment adviser representative at Contravisory Investment Management since January 2025, and is not listed among the firm’s executive officers or direct owners.
Contravisory Investment Management, Inc. is a Norwell, MA firm with $702M under management, 242 clients and 4 advisers in one office, as of its May 2026 filing.
- – present · 1 yearMOraga, CA · Adviser representative · Firm CRD 109767
Investment adviser representative registrations
Marla Schroeder is registered as an investment adviser representative in California, as a resident of California, since January 2025.
- CaliforniaResidentSince 31 January 2025
Examinations
No examinations are on Marla Schroeder’s record.
- Full name
- Marla K Schroeder
- CRD
- 8038791
- Firm
- Contravisory Investment Management · CRD 109767
- Office
- MOraga, CA
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Marla Schroeder work?
Marla Schroeder is an investment adviser representative registered through Contravisory Investment Management, Inc. since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Marla Schroeder a financial advisor?
Yes. Marla Schroeder has a current investment-adviser registration in California, through Contravisory Investment Management since January 2025.
How many years of experience does Marla Schroeder have?
Marla Schroeder has 1 year in the financial industry, since January 2025, across 1 adviser firm.
Where is Marla Schroeder based?
Marla Schroeder’s registered office is in MOraga, CA.
Is Marla Schroeder registered with FINRA?
No. Marla Schroeder has no current broker registration.
How can I verify Marla Schroeder’s record?
Search CRD 8038791 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marla Schroeder’s full registration record.