Geoffrey Schroeder
Geoffrey Schroeder is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 45 years of industry experience. Geoffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2010Customer Dispute
December 1989Other Business Activities
Geoffrey is a landlord and sole proprietor of a rental property in Delray Beach, Florida, since January 2025. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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