MS
MS
Margaret Schollmeyer
40 Years of Experience
Palm Beach Gardens, FL
Broker
Margaret Schollmeyer is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 40 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2014 - Present · 11 yrs 11 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 4 mos
Previous Registrations
Neuberger Berman LLCBroker
September 2008 - October 2013 · 5 yrs 1 mo
Lehman Brothers INC.Broker
May 2008 - September 2008 · 4 mos
Neuberger Berman Management INC.Broker
April 2007 - May 2008 · 1 yr 1 mo
UBS Financial Services INC.Broker
December 1992 - April 2007 · 14 yrs 4 mos
Oppenheimer & CO., INC.Broker
January 1988 - December 1992 · 4 yrs 11 mos
L. F. Rothschild & CO. IncorporatedBroker
October 1985 - February 1988 · 2 yrs 4 mos
L. F. Rothschild, Unterberg, TowbinBroker
September 1984 - June 1985 · 9 mos
State Registrations49 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.