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James Schneiderman

18 Years of Experience
Beverly Hills, CA
Broker

James Schneiderman is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 18 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

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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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

James is a member of Infinite World, LLC, involved in real estate since 2008, and Geraldalan & Fogelman Properties, LLC since 2013, spending minimal time on administrative tasks for the latter. He is also the sole proprietor/owner of a recreation business, James Schneiderman, since 2020, spending minimal time on sales/marketing.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.