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Gannon Rose Schaefer

BMO Capital Markets Corp.

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About Gannon Rose Schaefer

Gannon Rose Schaefer is a financial professional with over 20 years of experience in the industry. Gannon is currently registered with BMO Capital Markets Corp. and has been with the firm since September 2018. Gannon previously worked with KGS-ALPHA CAPITAL MARKETS, L.P. in New York, NY and BARCLAYS CAPITAL INC. in Chicago, IL and Lehman Brothers Inc. in Chicago, IL.

Firm Information

Gannon Schaefer is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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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provision of securities trading ideas and research

Provision of securities trading ideas and research

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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percentage of assets

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

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other

Fees for securities trading ideas and research

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Gannon Schaefer’s Registration & Firm History

FL

09/01/2018 - Present

BMO Capital Markets Corp. (Boca Raton FL)

NY

09/12/2011 - 09/01/2018

KGS-ALPHA CAPITAL MARKETS, L.P. (New York NY)

IL

09/22/2008 - 06/27/2011

BARCLAYS CAPITAL INC. (CHICAGO IL)

IL

09/26/2002 - 09/22/2008

LEHMAN BROTHERS INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/27/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gannon Rose Schaefer.
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