Renee Emma Schwartz

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2020-04-02
NJ	RA	APPROVED	2009-06-01

NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2020-04-02
NJ RA
APPROVED

Since 2009-06-01

Branch Locations

Livingston, NJ • United States

340 Mount Kemble Avenue, Morristown, NJ 07960 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Water Mill	NY	06/2009	11/2017
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	Present
Morgan Stanley	Morristown	NJ	06/2009	Present

06/2009 → 11/2017

Morgan Stanley

Water Mill, NY
01/2015 → Present

Morgan Stanley Private Bank, N.A.

New York, NY
06/2009 → Present

Morgan Stanley

Morristown, NJ

Previous Registrations

2002-08-19 → 2009-06-01

Citigroup Global Markets Inc.

Florham Park, NJ

Water Mill, NY

Florham Park, NJ

Other Businesses

M&R Schwartz Family Holdings, LLC; Investment related; Private company; Member; Start date: 12/2012; During business hours: 0.2; After business hours: 3

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-08-07
S63	Uniform Securities Agent State Law Examination	1990-11-05

S65 Uniform Investment Adviser Law Examination

2002-08-07
S63 Uniform Securities Agent State Law Examination

1990-11-05

View on SEC IAPD