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Brian David Schuler

Morgan Stanley

Vancouver, WA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-10-21
TX RA APPROVED_RES 2019-01-18
OR RA APPROVED 2009-06-01
  • WA RA
    APPROVED
    Since 2022-10-21
  • TX RA
    APPROVED_RES
    Since 2019-01-18
  • OR RA
    APPROVED
    Since 2009-06-01

Branch Locations

1701 Southeast Columbia River Drive Suite 120, Vancouver, WA 98661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Portland OR 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Portland, OR
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2008-12-05 → 2009-06-01
    Morgan Stanley & Co. Llc
    Portland, OR
  • 2006-11-03 → 2008-12-10
    Steward Partners Investment Solutions, Llc
    Portland , OR
    Portland, OR
Other Businesses

*457945 - Estate ; Investment related - Yes; Pittsboro, North Carolina; 03/2022; During business hours: 0; After business hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-18
S63 Uniform Securities Agent State Law Examination 2002-03-22
  • S66 Uniform Combined State Law Examination
    2007-01-18
  • S63 Uniform Securities Agent State Law Examination
    2002-03-22

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COLUMBIA RIVER FINANCIAL GROUP
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.

Other Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
Eric Schwartz
Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

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