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Geoffrey Schroeder
44 Years of Experience
Boca Raton, FL
2 DisclosuresBroker
Geoffrey Schroeder is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2010Settled
Customer Dispute
December 1989Settled
Other 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
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
July 1992 - July 1993 · 1 yr
Smith Barney, Harris Upham & CO., IncorporatedBroker
July 1981 - July 1992 · 11 yrs
State Registrations23 states
AZCACOCTDEFLGAILMAMDMEMTNCNHNJNYORPARISCVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.