PPrivate Fund Data Log in Join · $37/mo

Kaitlin Yardley

Chief Compliance OfficerSchaeffer Financial LLCCRD 5336245

About Kaitlin Yardley

Kaitlin Yardley is listed as Chief Compliance Officer at Schaeffer Financial LLC in Rockville, MD. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Schaeffer Financial LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kaitlin Yardley work?

Kaitlin Yardley is listed as Chief Compliance Officer at Schaeffer Financial LLC on SEC Form ADV.

How much of Schaeffer Financial LLC does Kaitlin Yardley own?

Form ADV reports a beneficial ownership band of 25-50%.

Schaeffer Financial LLC

TitleChief Compliance Officer
Ownership25-50%
Control personYes
Since2019