Barbara SchirmerCRD Number: 3151250
Current Firm: Morgan Stanley
Barbara Schirmer (CRD# 3151250) is an Investment Advisor Representative working at Morgan Stanley in Rochester, NY and has over 17 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Morgan Stanley Smith Barney||Rochester, NY||Jun 2009 - Current||7|
|Citigroup Global Markets Inc.||Rochester, NY||Jan 2007 - Jun 2009||2|
|Sage, Rutty & Company, Inc.||Rochester, NY||Oct 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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