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Information

Other Names: Dayle N Scheinman, Dayle Nelson Scheinman, Dayle Scheinman
Firm:
Additional Firm:
Type: Dual Registration
Description

My life revolves around my kids, 401k plans, coaching soccer, saving financial lives, and more kids! My firm specializes in retirement plan consulting for organizations and individuals. This advisor's firm is SEC-registered.

Practice Areas:
• Retirement plan consulting
• Portfolio management
• Retirement planning ...(see more)

BrightScope Advisor Metrics

Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Dayle Scheinman, AIF® has not answered any questions on Financial Q&A.

Top Guides

Dayle Scheinman, AIF® has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Advisor Information

Articles/Publications

Key Findings Summary

From the BlackRock Annual Defined Contribution Survey, 2011

Why 401(k)s Should Offer Index Funds

By RON LIEBER, Published: May 13, 2011

Defined contribution: Lessons learned from the financial crisis - 12/23/10

The financial crisis really impacted nearly every participants savings plan. Looking back, what are some of the investment lessons that we might learn from that? by JPMorgan Funds

PLANSPONSOR 2010 DC Survey

PLANSPONSOR.com

Fiduciary Responsibilities for Company Retirement Plans

From the United States Department of Labor

Hewitt Survey: 2009 Trends & Experience in 401(k) Plans

Information on key aspects of 401(k) design, investments, education, communication, plan expenses collected from a cross-section of plan sponsors.

Active vs. Passive Investments Strategies - 10/1995

The following paper is a transcript of Rex Sinquefield's opening statement in debate with Donald Yacktman at the Schwab Institutional conference in San Francisco, October 12, 1995.

Social Media

Advisor Assets Under Management

help text
$212.1K
Total Assets
13
Clients
$16.3K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

Pension and Profit Sharing Plans
Individuals
Corporations or Other Businesses

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

Employer Years Dates
360 Wealth Management, LLC 1 year, 3 months Jan 2013 - Present
Lpl Fnancial LLC 1 year, 10 months Jun 2012 - Present
Investacorp, Inc. 2 years, 6 months Dec 2009 - Jun 2012
AXA Advisors, LLC 9 months Mar 2009 - Dec 2009
Fidelity Investments 4 years, 5 months Sep 2004 - Feb 2009
AXA Advisors, LLC 10 months Oct 2003 - Aug 2004
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 06/07/2013, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
06/07/2013
09/10/2013
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

Exam Series Passed Date
Uniform Combined State Law Examination Series 66 04/22/2009
General Securities Representative Examination Series 7 11/11/2003

Advisor Compensation Arrangements

help text
Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.