BS
BS

Brian Schuler

24 Years of Experience
Vancouver, WA
Broker

Brian Schuler is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, 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

1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661

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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

Brian is involved with an estate in Pittsboro, North Carolina, since 2022. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Strand, Atkinson, Williams & York INC.
November 2006 - December 2008 · 2 yrs 1 mo
Strand, Atkinson, Williams & York, INC.Broker
February 2002 - December 2008 · 6 yrs 10 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Schuler - Financial Advisor | TrueAdvisor