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CS

Craig Schauer

SCHAUER INVESTMENT MANAGEMENT
Northridge, CA 91325
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CRD#: 2554382
CS

Professional summary


Craig Schauer is a registered financial advisor currently at SCHAUER INVESTMENT MANAGEMENT, INC. located in Northridge, California.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Craig has worked at 1 firm and has passed the Series 65 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Craig Schauer is an accountant, CPA at Craig Schauer CPA. Craig James Schauer is Partner in Holloywood Rivera Car Wash located in Rendondo Beach, CA.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Craig Schauer's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 27, 2016 - Present

SCHAUER INVESTMENT MANAGEMENT, INC.

Office #1: 17024 Lassen St, Northridge, CA 91325
RIA
CRD#: 283119
Northridge, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/27/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/19/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 10/14/1994
Non-Member General Securities Examination

Current Firm


SI
SCHAUER INVESTMENT MANAGEMENT, INC.
SCHAUER INVESTMENT MANAGEMENT, INC.

CRD#: 283119 / SEC#:

California
Registered Investment Advisory firm - (5/27/2016 Approved)
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Contact information


Main Address
17024 Lassen St, Northridge, CA 91325
Mailing Address
Phone number
(818) 727-9960
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts40
AUM (Assets Under Management)$ 78,858,441

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SCHAUER INVESTMENT MANAGEMENT, INC.

CRD#: 283119Northridge, CA 91325

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