Jeanne A Schneiderman

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

• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2010 → Present
  Morgan Stanley
  Boca Raton, FL

Previous Registrations

• 2009-01-09 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boca Raton, FL
• 2006-01-06 → 2009-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Edwards, CO
  Boca Raton, FL
• 2003-07-01 → 2006-01-06
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
• 2000-10-27 → 2003-07-01
  Prudential Equity Group, Llc
  Boca Raton, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-01
• S63 Uniform Securities Agent State Law Examination
  1989-06-07

Other Names

• Jean Schneiderman
• Jean Andrea Schneiderman
• Ean Andrea Schneiderman
• Jean Andrea Schneiderman