Leonard Schneiderman
Leonard Schneiderman is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 43 years of industry experience. Leonard 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2009Customer Dispute
October 1999Customer Dispute
May 1995Customer Dispute
August 1993Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Moore & Schley, Cameron & CO.Broker
Moore & Schley Municipals, INC.Broker
Halpert, Oberst and CompanyBroker
State Registrations44 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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