Julia Schap is a registered investment advisor at Morgan Stanley, based in Memphis, TN, with 38 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
6410 Poplar Avenue, Suite 600, Memphis, TN, 38119
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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
November 2020 - Present · 5 yrs 6 mos
Morgan StanleyBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - November 2020 · 11 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - November 2020 · 11 yrs 11 mos
UBS Financial Services INC.
September 2006 - December 2008 · 2 yrs 3 mos
UBS Financial Services INC.Broker
September 2006 - December 2008 · 2 yrs 3 mos
Mercury Investment Group
April 2004 - February 2006 · 1 yr 10 mos
Morgan Keegan & Company, INC.
March 2004 - April 2004 · 1 mo
Morgan Keegan & Company, INC.Broker
November 1989 - April 2004 · 14 yrs 5 mos
Shearson Lehman Hutton INC.Broker
September 1986 - December 1989 · 3 yrs 3 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.