Lia E Schulman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2022 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 08/2021 → 01/2022
  The Drew Barrymore Show
  New York, NY
• 08/2020 → 06/2021
  The Maury Povich Show
  Stamford, CT
• 09/2016 → 06/2020
  Student
  Madison, WI

Other Businesses

*489956 - KM Studio AB; Investment related: No; Sweden; Art/Culture; Non-Contracted Freelance Consultant (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 6; Script Supervisor

Exams

• S66 Uniform Combined State Law Examination
  2022-11-26