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Ann Thompson Schmidt

Blackstone Securities Partners LP

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About Ann Thompson Schmidt

Ann Schmidt is a financial advisor with Blackstone Securities Partners LP, registered with FINRA and the states of California and New York. Ann has been in the financial services industry since November 2019 and holds Series 7TO, SIE and Series 63 licenses. Ann's primary location is in San Francisco, CA.

Firm Information

Ann Schmidt is currently registered with Blackstone Securities Partners LP. Blackstone Securities Partners LP is a Partnership formed on September 27, 1988. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

217

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.

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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Ann Schmidt’s Registration & Firm History

CA

11/27/2019 - Present

Blackstone Securities Partners LP (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 01/17/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ann Thompson Schmidt.
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