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Renee Schwartz is a registered investment advisor at Morgan Stanley, based in Livingston, NJ, with 35 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
Livingston, NJ
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Regulatory History (1)
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Customer Dispute
May 2010Settled
Other Business Activities
Renee is a member of M&R Schwartz Family Holdings, LLC, a private investment-related company. She spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2002 - June 2009 · 6 yrs 10 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
October 1990 - July 1993 · 2 yrs 9 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.