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Eric Howard Schneider

Advisor at LPL Financial — Cortland, NY

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Cortland, NY 13045

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Eric Schneider is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with LPL Financial since 2008. In addition to his advisory role, he is involved in ticketing fixed annuities and life insurance through his DBA, Schneider Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Cortland, NY

Cortland NY

Advisors at this office

2

Most active in

New York

Work history

33 years of industry experience

LPL Financial

2008 - Present • 18 years

Cortland, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Harriet H

Series 63, Series 65

Cortland, NY

Mayflower Capital

Harriet Higgins is the sole advisor at Mayflower Capital, an independent investment advisory firm based in Cortland, NY. She holds Series 63 and Series 65 licenses and has 12 years of industry experience, including her entire advisory career at Mayflower Capital since 2014. Outside of her advisory work, she also works as a part-time ski instructor at Greek Peak Mountain Resort. Mayflower Capital provides portfolio management and financial planning services to individuals, families, estates, trusts, charitable organizations, and certain business entities. The firm emphasizes diversification, asset allocation, and limited portfolio turnover, with investment decisions supported by research through Charles Schwab and Morningstar.

Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.) Debt management
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Logan C

Series 65

Homer, NY

Pragmatic Advisors, LLC

Logan Crandall is a financial advisor at Pragmatic Advisors, LLC in Homer, NY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Clark CPA PC, C&A Accounting, Northwestern Mutual, Le Moyne, and Hhs. Pragmatic Advisors provides portfolio management and related investment services to individuals, pension and profit-sharing plans, and business entities, using a primarily non-discretionary approach that emphasizes fundamental analysis and modern portfolio theory. The firm implements portfolio changes only with client approval and offers reporting and periodic reviews while directing clients to third-party money managers.

Wealth management Private / alternative investments
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Angela O

CFP®, Series 63, Series 65

Ithaca, NY

New Horizon Financial Strategies, LLC

Angela Oneill is a CFP® professional with 26 years of experience in financial planning. She has been with New Horizon Financial Strategies, LLC since 2019 and previously worked at Comprehensive Asset Management & Servicing, Inc. from 2011 to 2019. Outside of her advisory role, she assists with bookkeeping for a family-owned winery. New Horizon Financial Strategies serves a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a long-term investment approach utilizing model portfolios and third-party managers, and offers integrated accounting and advisory services through a coordinated team of advisors.

Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Financial Professional
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Kevin T

Series 65

Ithaca, NY

New Horizon Financial Strategies, LLC

Kevin Tarnovski is a Series 65-licensed financial advisor at New Horizon Financial Strategies, LLC, with 4 years of industry experience. He has been with New Horizon Financial Strategies since 2016. New Horizon Financial Strategies serves individual investors, retirement-plan sponsors, and institutional clients, offering comprehensive financial planning and portfolio management through multiple platforms. The firm employs a blend of fundamental and technical analysis with diversified strategies, integrates tax and accounting expertise through affiliated CPAs, and provides a range of advisory and consulting services that include socially responsible investment options and retirement-plan fiduciary support.

Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Financial Professional
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Paul S

CFP®, Series 63

Ithaca, NY

New Horizon Financial Strategies, LLC

Paul Strebel is a CFP® with five years of experience at New Horizon Financial Strategies, LLC. He has held professional roles including CPA at Paul A. Strebel, CPA PC since 1995 and partner at Strebel & Strebel, CPAs since 1986. Outside of his financial advising career, he is a partner in a business coaching venture and owns a memorial jewelry business. New Horizon Financial Strategies serves individual investors, retirement-plan sponsors, and institutional clients by providing financial planning, portfolio management, and retirement-plan consulting. The firm’s investment approach integrates fundamental and technical analysis, employs both long- and short-term strategies, and incorporates tax and accounting expertise through affiliated CPA professionals.

Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Financial Professional
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Jacob M

Series 63, Series 66

Homer, NY

Gateway Wealth Partners, LLC

Jacob Morenus is a financial advisor at Gateway Wealth Partners, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Gateway Wealth Partners in 2026, he worked at Equitable Advisors, LLC for four years and was involved with North Star Real Estate & Property Management and the Big Cats Lacrosse Club. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm employs a diversified investment approach, using low-cost mutual funds and ETFs combined with individual securities and independent managers, and offers both discretionary and non-discretionary portfolio management.

Retirement plans for business owners (SEP, solo 401k)
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