CHARLES C SCHROEDER
Financial Advisor
Chuck has over 30 years of experience in Financial Services working at venerable financial institutions such as Merrill Lynch Asset Management, Lazard, Prudential, Sterne Agee, and Canaccord in their Institutional Equities groups.
Chuck has always been an integral part of the investment process for his clients.
He joined the group in July 2020, bringing a wealth of experience and market knowledge to Madison and Main Advisors, LLC.
Chuck is focused on expanding Madison and Main’s Holistic Financial Advisory platform and helping to grow the Defined Contribution Advisory business.
Chuck lives in Chatham with his wife Stacey and his 3 boys.
He is a member of the Summit Elks Club, Presbyterian Church of Chatham Township, and is active in Cub Scouts. He enjoys spending time with his family and enjoys skiing, surfing and fishing when he can manage some free time.
Currently he is a Registered Representative with M Holdings Securities, Inc maintaining series 7, 55, 63, 65 and life/health licenses.
email: CSchroeder@MadisonMainAdvisors.com
phone: (908) 663-1006