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Margaret Jule Schollmeyer

Morgan Stanley

Palm Beach Gardens, FL

CRD 1086922

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-08
FL RA APPROVED 2014-08-05
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • FL RA
    APPROVED
    Since 2014-08-05

Branch Locations

3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • 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 Stanely North Palm Beach FL 03/2014 Present
  • 03/2014 → Present
    Morgan Stanely
    North Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-04
S63 Uniform Securities Agent State Law Examination 1984-10-02
  • S66 Uniform Combined State Law Examination
    2014-08-04
  • S63 Uniform Securities Agent State Law Examination
    1984-10-02

View on SEC IAPD

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