Risha
Schildkraut

Morgan Stanley

CRD#5410682
Investment Advisor
in Seattle, WA

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About this Advisor

Risha Schildkraut is a financial advisor working in Seattle, Washington, who has 14 years of professional experience. Schildkraut is an advisor for Morgan Stanley. Over the course of their career, they have held roles at Rbc Capital Markets, LLC, University Of Oregon, Rbc Wealth Management, Foster Pepper Pllc, Morgan Stanley and Morgan Stanley Private Bank, National Association. Schildkraut holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Washington. Morgan Stanley is a financial advisory firm based out of Seattle, Washington. It has offices in 726 locations and a total of 25,600 financial advisors. It handles $904 billion in assets under management among its 1,863,328 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 313 charitable organizations. Of its 1,863,328 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. Morgan Stanley provides a wide assortment of services, including 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. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Morgan Stanley likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 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

601 Union Street-Ste. 2900
Seattle, WA 98101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

WA Average: 88
Total Number of Accounts

1,863,328

WA Average: 3,892
Average Account Size

$485,315

WA 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

Risha Schildkraut Work History

Risha has 14 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, National Association

2014 - Present (7 years)

Morgan Stanley

2012 - 2014 (2 years)

Rbc Capital Markets, LLC

2011 - 2011 (< 1 year)

Rbc Wealth Management

2010 - 2012 (2 years)

University Of Oregon

2008 - 2012 (4 years)

University Of Oregon

2006 - 2010 (4 years)

Foster Pepper Pllc

Disclosures

Risha Schildkraut has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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