Mark Bradley Schulze

CRD 6499844

Claim This Profile

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-15
MD	RA	APPROVED	2017-11-28

TX RA
APPROVED_RES

Since 2020-04-15
MD RA
APPROVED

Since 2017-11-28

Branch Locations

1201 Wills Street Suite 700, Baltimore, MD 21231 • 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

Organization	City	State	From	To
Guardian Life Insurance Co Of America	Baltimore	MD	03/2016	11/2017
Park Avenue Securities, Llc	Baltimore	MD	04/2017	11/2017
Morgan Stanley	Baltimore	MD	11/2017	Present
Morgan Stanley Private Bank, N.A	New York	NY	08/2019	Present

03/2016 → 11/2017

Guardian Life Insurance Co Of America

Baltimore, MD
04/2017 → 11/2017

Park Avenue Securities, Llc

Baltimore, MD
11/2017 → Present

Morgan Stanley

Baltimore, MD
08/2019 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2017-09-28 → 2017-11-21

Park Avenue Securities Llc

Towson, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-18

S66 Uniform Combined State Law Examination

2017-08-18

Other Names

Brad Schulze

View on SEC IAPD

More in Baltimore, MD

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor