Jonathan
Schaechter

Morgan Stanley

CRD#2041952
Investment Advisor
in New York, NY
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About this Advisor

Jonathan Schaechter is a certified financial planner in New York, New York. Currently a registered investment advisor at Morgan Stanley, Schaechter has an impressive 30 years of professional experience. Schaechter has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Schaechter is registered to work with customers in Connecticut. During their career, the advisor has held roles at The Ayco Corporation, Mercer Allied Company, L.P, Morgan Stanley Private Bank, National Association and Morgan Stanley. Morgan Stanley is headquartered in New York, New York, and has 702 additional brick-and-mortar locations in the country. In total, Morgan Stanley oversees $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

399 Park Ave. 12Th Floor
New York, NY 10022

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

NY Average: $7,464,549,021
Total Number of Employees

26,000

NY Average: 88
Total Number of Accounts

1,724,668

NY Average: 3,892
Average Account Size

$426,340

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jonathan Schaechter Work History

Jonathan has 30 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

1994 - 2017 (23 years)

Mercer Allied Company, L.P

1988 - 2017 (29 years)

The Ayco Corporation

Disclosures

Jonathan Schaechter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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