BS
BS

Brian Schneider

14 Years of Experience
Chicago, IL
Broker

Brian Schneider is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 14 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

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is involved with American Friends of Magen David Adom, a support organization, dedicating minimal time. He is also involved with a trust, spending minimal time on it as well.

Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Morgan StanleyBroker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Barclays Capital INC.
October 2011 - July 2015 · 3 yrs 9 mos
Barclays Capital INC.Broker
October 2011 - July 2015 · 3 yrs 9 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.