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SummaryAs a Private Wealth Advisor for Morgan Stanley Private Wealth Management in Menlo Park, California, Anthony Schmidt collaborates with his team to develop customized financial plans and execution strategies for ultra high net worth clients and their families. Areas of focus include:• Financial advisory• Alternative investments• Investment management• Strategic financial planning• Risk management• Cash management and lending solutionsAbout the team:Composed of experienced and technology-savvy professionals, our team has long been driven by a passion for building deep client relationships. We share a desire for helping our clients achieve financial independence and for being the single point of contact for all of their financial needs. With our select, high net worth clientele of accomplished entrepreneurs, corporate executives, early technology employees and private investors in Silicon Valley, our client focused, financial planning centric approach helps our clients maintain and growth their assets, secure their legacy and address the myriad of challenges that come with managing significant wealth. Our access to the strength, stature, and resources of Morgan Stanley helps enable us to act as a quarterback for the entire wealth management process for our clients, freeing them to focus on their personal and professional priorities.” .
Morgan Stanley Private Wealth Management
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Senior Vice President, Private Wealth AdvisorMorgan Stanley Private Wealth Management Dec 2011 - PresentMenlo Park, CaCA Insurance Lic. # 0D54473NMLS # 1278887©2024 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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Wealth AdvisorUbs Private Wealth Management Mar 2009 - Dec 2011
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Wealth AssociateCredit Suisse Oct 2004 - Mar 2009 -
Wealth AdvisorPetsas & Hill, Cpas Inc Aug 2001 - Oct 2004
Anthony Schmidt Skills
Frequently Asked Questions about Anthony Schmidt
What company does Anthony Schmidt work for?
Anthony Schmidt works for Morgan Stanley Private Wealth Management
What is Anthony Schmidt's role at the current company?
Anthony Schmidt's current role is Senior Vice President, Private Wealth Advisor at Morgan Stanley Private Wealth Management.
What is Anthony Schmidt's email address?
Anthony Schmidt's email address is ag****@****hoo.com
What is Anthony Schmidt's direct phone number?
Anthony Schmidt's direct phone number is +191425*****
What skills is Anthony Schmidt known for?
Anthony Schmidt has skills like Financial Services, Services.
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Anthony Schmidt
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