Gary Scheid, Cfp®
AeroLeads people directory · profile

Gary Scheid, Cfp® Email & Phone Number

Senior Vice President | CERTIFIED FINANCIAL PLANNER™* | Senior Portfolio Manager | Financial Advisor at Morgan Stanley at Morgan Stanley
Location: Greater Boston, United States 2 work roles 1 school
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Morgan Stanley
Role
Senior Vice President | CERTIFIED FINANCIAL PLANNER™* | Senior Portfolio Manager | Financial Advisor at Morgan Stanley
Location
Greater Boston, United States

Who is Gary Scheid, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Gary Scheid, Cfp® is listed as Senior Vice President | CERTIFIED FINANCIAL PLANNER™* | Senior Portfolio Manager | Financial Advisor at Morgan Stanley at Morgan Stanley, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Gary Scheid, Cfp®.

Gary Scheid, Cfp® previously worked as Senior Vice President | Financial Advisor at Morgan Stanley and Certified Appraiser at Allied Realty Advisors, Llc.. Gary Scheid, Cfp® holds Bachelor Of Arts from Saint Anselm College.

Profile bio

About Gary Scheid, Cfp®

Gary is a founding partner in The Riverstone Group at Morgan Stanley. With a focus on concentrated equity positions, risk management and inter-generational wealth planning Gary creates strategies to help address a wide breadth of financial needs while maintaining capital preservation as a central theme. With access to a global network of economists, strategists and research analysts we are able to help manage risk and seek out investment opportunities. The Riverstone Group is devoted to building a financial foundation based on deep relationships, mutual respect and open communication. It is our mission to guide clients and their families to a place of security and comfort by crafting a financial strategy that can carry through the generations. Areas of Focus: Advisory services for high net worth individuals and families, corporations and businesses.Wealth planning, retirement planning, strategies and portfolio construction, equity compensation, control and restricted stock transactions, transition and exit strategies, lending solutions, insurance

Current workplace

Gary Scheid, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Senior Vice President | CERTIFIED FINANCIAL PLANNER™* | Senior Portfolio Manager | Financial Advisor at Morgan Stanley
2 roles

Gary Scheid, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President | Financial Advisor

Current
Morgan Stanley

Greater Boston Area

Senior Vice President |CERTIFIED FINANCIAL PLANNER™* | Senior Portfolio Manager | Executive Financial Services Director©2023 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… Show more Senior Vice President |CERTIFIED FINANCIAL PLANNER™* | Senior Portfolio Manager | Executive Financial Services Director©2023 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.html*For more information on the designation(s) listed above, go to: https://fa.morganstanley.com/theriverstonegroup/Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.The investments listed may not be appropriate 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.NMLS#: 913342 Show less

Sep 2008 - Present
1 education record

Gary Scheid, Cfp® education

  • Saint Anselm College
    Saint Anselm College
    Bachelor Of Arts
FAQ

Frequently asked questions about Gary Scheid, Cfp®

Quick answers generated from the profile data available on this page.

What company does Gary Scheid, Cfp® work for?

Gary Scheid, Cfp® works for Morgan Stanley.

What is Gary Scheid, Cfp®'s role at Morgan Stanley?

Gary Scheid, Cfp® is listed as Senior Vice President | CERTIFIED FINANCIAL PLANNER™* | Senior Portfolio Manager | Financial Advisor at Morgan Stanley at Morgan Stanley.

Where is Gary Scheid, Cfp® based?

Gary Scheid, Cfp® is based in Greater Boston, United States while working with Morgan Stanley.

What companies has Gary Scheid, Cfp® worked for?

Gary Scheid, Cfp® has worked for Morgan Stanley and Allied Realty Advisors, Llc..

How can I contact Gary Scheid, Cfp®?

You can use AeroLeads to view verified contact signals for Gary Scheid, Cfp® at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Gary Scheid, Cfp® attend?

Gary Scheid, Cfp® holds Bachelor Of Arts from Saint Anselm College.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.