DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Ann Goldschmidt Schnorrenberg
Certified Financial Planner
Feed of 09/15/2026
Also filed as Ann Goldschmidt Schnorrenberg
At current firm
6 y
since Jun 19, 2020
In the industry
10 y
since Oct 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Pinnacle Associates, Ltd. mixed wealth currentsince Apr 4, 2024 · New York, Ny
- Withum Wealth Management independent RIA currentsince Jun 19, 2020 · Tysons, Va
- Savant Wealth Management independent RIAMar 6, 2017 to Mar 13, 2020 · Mclean, Va
- Monument Wealth Management independent RIANov 13, 2015 to Mar 16, 2017 · Alexandria, Va
Moves
a registration end followed by a registration begin elsewhere
- Savant Wealth Management to Withum Wealth Managementleft Mar 13, 2020, registered Jun 19, 2020 (98 days) · RIA to RIA
- Monument Wealth Management to Savant Wealth Managementleft Mar 16, 2017, registered Mar 6, 2017 (-10 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address