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Vicki Schilling

33 Years of Experience
Rapid City, SD
Broker

Vicki Schilling is a registered investment advisor at Morgan Stanley, based in Rapid City, SD, with 33 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

909 St. Joseph Street, 6th Floor, Rapid City, SD, 57701

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History

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.

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Other Business Activities

Vicki is an operating manager for Anderson Land Co. LLC, leasing land and negotiating land prices. This takes minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
July 2015 - Present · 10 yrs 10 mos
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2006 - July 2015 · 8 yrs 11 mos
UBS Financial Services INC.
August 2006 - July 2015 · 8 yrs 11 mos
Piper Jaffray & CO.
May 1994 - August 2006 · 12 yrs 3 mos
Piper Jaffray & CO.Broker
July 1992 - August 2006 · 14 yrs 1 mo
State Registrations29 states
ALAZCACODCFLHIIAIDILKSMAMNMSMTNCNDNENMNVNYOHSDTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Vicki Schilling - Financial Advisor | TrueAdvisor