Scotland Schmidt (CRD# 6146107) is an Investment Advisor Representative working at Schmidt, Scotland in San Diego, CA and has over 11 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Sep 2019 | 4 |
| Morgan Stanley | San Diego, CA | Dec 2012 - Sep 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- CA
- WY
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$2,321,658
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, WY
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