RS
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Raymond Schmidtke

42 Years of Experience
Tacoma, WA
Broker

Raymond Schmidtke is a registered investment advisor at Morgan Stanley, based in Tacoma, WA, 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

1301 A Street, Suite 300, Tacoma, WA, 98402

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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

Raymond is a board member at Tacoma Golf and Country Club since 2018, a social and recreational organization. He spends minimal time on this activity after business hours attending board meetings and voting on proposals.

Employment History
Current Registrations
Morgan StanleyBroker
May 2024 - Present · 2 yrs 2 mos
Morgan Stanley
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
August 2010 - May 2024 · 13 yrs 9 mos
UBS Financial Services INC.Broker
August 2010 - May 2024 · 13 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Citigroup Global Markets INC.
February 1992 - June 2009 · 17 yrs 4 mos
Citigroup Global Markets INC.Broker
August 1983 - June 2009 · 25 yrs 10 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.