Kimberly Scheffler is a registered investment advisor at Morgan Stanley, based in Glens Falls, NY, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
86 Glen Street, 3rd Floor, Glens Falls, NY, 12801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is a sales representative for Plexus Worldwide, a health and wellness product company, dedicating minimal time to this home-based business. She is also a Notary Public for New York qualified in Rensselaer County.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations44 states
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