MG
MG

Marie Goldschmidt

13 Years of Experience
Beverly Hills, CA
Broker

Marie Goldschmidt is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 13 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

Marie is a manufacturer sales representative/consultant and sole proprietor/owner of Mid Pacific International Co. She is also involved in real estate as an officer of SWM Group and co-owner of rental properties, dedicating minimal time to these activities.

Employment History
Current Registrations
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Morgan Stanley
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2019 - February 2022 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
September 2019 - January 2022 · 2 yrs 4 mos
Quest Capital Strategies, INC.
May 2019 - June 2019 · 1 mo
Quest Capital Strategies, INC.Broker
February 2019 - June 2019 · 4 mos
Quest Capital Strategies, INC.Broker
April 2016 - July 2016 · 3 mos
Quest Capital Strategies, INC.
April 2016 - July 2016 · 3 mos
Morgan Stanley
August 2011 - May 2014 · 2 yrs 9 mos
Morgan StanleyBroker
August 2011 - May 2014 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2010 - August 2011 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - August 2011 · 1 yr 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Morgan Stanley & CO. Incorporated
February 2008 - June 2009 · 1 yr 4 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.