Karen Schatzel, financial advisor Chattanooga TN
93 score

Karen Schatzel

CRD Number: 1324677
Current Firm: Morgan Stanley

Karen Schatzel (CRD# 1324677) is an Investment Advisor Representative working at Morgan Stanley in Chattanooga, TN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Chattanooga, SD Dec 2013 - Current 3
Morgan Stanley Fort Lauderdale, FL May 2013 - Dec 2013 < 1
Morgan Stanley Plantation, FL Jun 2009 - May 2013 3
Citigroup Global Markets Inc. Plantation, FL Sep 1990 - Jun 2009 18
Smith Barney Inc. Plantation, FL Sep 1990 - Oct 2007 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Karen Schatzel
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TN
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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