Audrey SchreierCRD Number: 6195690
Current Firm: Morgan Stanley
Audrey Schreier (CRD# 6195690) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Morgan Stanley Smith Barney LLC||Tampa, FL||Jul 2014 - Current||3|
|Morgan Stanley Smith Barney LLC||Tampa, FL||Jan 2014 - Jul 2014||< 1|
|Morgan Stanley Smith Barney LLC||Tampa, FL||May 2013 - Jan 2014||< 1|
|University Of South Florida||Tampa, FL||Aug 2008 - Dec 2013||5|
|Academy Of The Holy Names||Tampa, FL||Aug 2001 - Aug 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
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