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Amber Renee Schrader

Morgan Stanley

Winter Park, FL

CRD 6842361

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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
FL RA APPROVED 2024-02-01
TX RA APPROVED 2020-12-08
GA RA APPROVED 2020-11-17
  • FL RA
    APPROVED
    Since 2024-02-01
  • TX RA
    APPROVED
    Since 2020-12-08
  • GA RA
    APPROVED
    Since 2020-11-17

Branch Locations

250 Park Avenue South Suite 500, Winter Park, FL 32789 • 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 Winter Park FL 08/2017 Present
Cb&I Aiken SC 01/2017 08/2017
Covenant Pediatrics/Allegiant Medical Billing Martinez GA 07/2009 12/2016
  • 08/2017 → Present
    Winter Park, FL
  • 01/2017 → 08/2017
    Cb&I
    Aiken, SC
  • 07/2009 → 12/2016
    Covenant Pediatrics/Allegiant Medical Billing
    Martinez, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-16
  • S66 Uniform Combined State Law Examination
    2020-11-16
Other Names
  • Amber Renee Shanks
  • Amber Renee Bender
  • Amber Schrader
  • Amber Renee Schrader

View on SEC IAPD

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