MS
MS

Martin Schneider

42 Years of Experience
Wayzata, MN
Broker

Martin Schneider is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 42 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

445 East Lake Street, Suite 320, Wayzata, MN, 55391

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Martin owns a farm and farmhouse rental property in Long Lake, MN, dedicating minimal time outside of business hours. He also holds Power of Attorney for investment-related matters in Wayzata, Minnesota, spending minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
January 2004 - June 2009 · 5 yrs 5 mos
Wachovia Securities, LLCBroker
July 2003 - January 2004 · 6 mos
Prudential Securities IncorporatedBroker
September 1991 - July 2003 · 11 yrs 10 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
August 1988 - September 1991 · 3 yrs 1 mo
Dean Witter Reynolds INC.Broker
June 1983 - August 1988 · 5 yrs 2 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.