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Stephen Schaeffer
24 Years of Experience
Blue Bell, PA
1 DisclosureBroker
Stephen Schaeffer is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA, with 24 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
1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422
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Regulatory History (1)
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Customer Dispute
September 2018Settled
Employment History
Current Registrations
Morgan Stanley
February 2011 - Present · 15 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
September 2001 - February 2006 · 4 yrs 5 mos
State Registrations25 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.