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Andrew Marc Schenker

Heritage Investors Management Corp.

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About Andrew Marc Schenker

Andrew Schenker is an Investment Advisor Representative registered with Heritage Investors Management Corp. Andrew Schenker is a Chartered Financial Analyst. Andrew has been in the industry since 2008. Prior to joining Heritage Investors Management Corp., Andrew Schenker was employed by Morgan Stanley & Co. LLC and Sanford C. Bernstein & Co., LLC. Andrew Schenker specializes in providing portfolio management for individuals and businesses, financial planning, and the selection of other advisors.

Firm Information

Andrew Schenker is currently registered with Heritage Investors Management Corp.. Heritage Investors Management Corp. is an investment advisor located in Bethesda, Maryland. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $3.66 billion in assets for individuals, corporations, charities, and pension plans. They have 8 investment advisor representatives and 7 investment advisory functions.
Heritage Investors Management Corp.

7101 WISCONSIN AVENUE

BETHESDA, MD 20814-4878

$3.66B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Schenker’s Registration & Firm History

MD

01/30/2017 - Present

Heritage Investors Management Corp. (BETHESDA MD)

NY

10/08/2009 - 10/29/2016

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

08/26/2008 - 09/28/2009

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2008

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/18/2008

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Marc Schenker.
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