Barbara Schirmer is a registered investment advisor at Morgan Stanley, based in Pittsford, NY, with 25 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
1250 Pittsford Victor Road, Suite 350, Pittsford, NY, 14534
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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
March 2011 - Present · 15 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
Sage, Rutty & CO., INC.Broker
October 2004 - January 2007 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
April 2004 - November 2004 · 7 mos
Chase Investment Services CORP.Broker
February 2001 - December 2003 · 2 yrs 10 mos
Chase Securities INC.Broker
December 1998 - March 1999 · 3 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.