Risha Schildkraut, financial advisor Seattle WA
89 score

Risha Schildkraut

CRD Number: 5410682
Current Firm: Morgan Stanley

Risha Schildkraut (CRD# 5410682) is an Investment Advisor Representative working at Morgan Stanley in Seattle, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Seattle, WA Apr 2014 - Current 2
Rbc Capital Markets, LLC Seattle, WA Apr 2012 - Apr 2014 2
University Of Oregon Eugene, OR Aug 2010 - Mar 2012 1
University Of Oregon Eugene, OR Sep 2008 - Mar 2012 3
Rbc Wealth Management Seattle, WA Jun 2011 - Sep 2011 < 1
Foster Pepper Pllc Seattle, WA Jun 2006 - Sep 2010 4
Skyhawks Seattle, WA Jun 2009 - Sep 2009 < 1
3gi Sports Seattle, WA Sep 2006 - Jun 2008 1
Ballard High Seattle, WA Sep 2004 - Jun 2008 3
Citi Smith Barney Seattle, WA Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Risha M. Schildkraut
Phone Number: 914-225-5510
Registered State(s):
  • WA
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
89
Clean Record
This advisor has a clean track record with regulators.

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