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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Jonathan Schaechter Work History
Jonathan has 30 years of experience.
Morgan Stanley Private Bank, National Association
Mercer Allied Company, L.P
The Ayco Corporation
Jonathan Schaechter has no disclosures.
Please visit their SEC profile for more details.