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Jeanne Schneiderman
39 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Jeanne Schneiderman is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 39 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 1999Denied
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - January 2009 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - January 2009 · 3 yrs
Wachovia Securities, LLC
July 2003 - January 2006 · 2 yrs 6 mos
Wachovia Securities, LLCBroker
July 2003 - January 2006 · 2 yrs 6 mos
Prudential Securities Incorporated
October 2000 - July 2003 · 2 yrs 9 mos
Prudential Securities IncorporatedBroker
October 2000 - July 2003 · 2 yrs 9 mos
Salomon Smith Barney INC.Broker
July 1993 - November 2000 · 7 yrs 4 mos
Lehman Brothers INC.Broker
July 1988 - July 1993 · 5 yrs
A. F. Best Securities, INC.Broker
September 1987 - July 1988 · 10 mos
First Florida Securities Group, INC.Broker
February 1987 - July 1987 · 5 mos
F.D. Roberts Securities, INC.Broker
January 1987 - January 1987 · 0 mos
State Registrations44 states
ALAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.