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Barbara Marie Villard Schmoyer

Chief Compliance Officer/Chief Operating OfficerFinancial Synergies Wealth Advisors, Inc.CRD 5768753

About Barbara Marie Villard Schmoyer

Barbara Marie Villard Schmoyer is listed as Chief Compliance Officer/Chief Operating Officer at Financial Synergies Wealth Advisors, Inc. in Houston, TX. Form ADV reports a beneficial ownership band of 5-10%. Barbara Marie Villard Schmoyer is associated with 2 registered advisers.

Reported ownership

Owns 5-10% of Financial Synergies Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Barbara Marie Villard Schmoyer work?

Barbara Marie Villard Schmoyer is listed as Chief Compliance Officer/Chief Operating Officer at Financial Synergies Wealth Advisors, Inc. on SEC Form ADV.

How much of Financial Synergies Wealth Advisors, Inc. does Barbara Marie Villard Schmoyer own?

Form ADV reports a beneficial ownership band of 5-10%.

Financial Synergies Wealth Advisors, Inc.

TitleChief Compliance Officer/Chief Operating Officer
Ownership5-10%
Control personYes
Since2016
View Financial Synergies Wealth Advisors, Inc. →

Financial Synergies Wealth Advisors, Inc.

TitleShareholder
Ownership5-10%
Control personYes
Since2025
View Financial Synergies Wealth Advisors, Inc. →