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Lawrence Matthew Schulder

Andrew Garrett Inc.

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About Lawrence Matthew Schulder

Lawrence Schulder is a financial advisor at Andrew Garrett Inc. with over 24 years of experience in the financial services industry. Lawrence has held multiple principal licenses, including Series 4, 24, 27, and 53. He is registered in New York, Pennsylvania, and South Dakota. Lawrence has a strong track record of providing financial advice and portfolio management services to individuals and families. He specializes in helping clients achieve their long-term financial goals.

Firm Information

Lawrence Schulder is currently registered with Andrew Garrett Inc.. Andrew Garrett Inc. is a corporation registered with the SEC and in all 50 states, as well as Puerto Rico. Formed in 2006, the firm provides financial planning, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and specialize in serving high-net-worth individuals and other individuals. The firm has over 470 million in regulatory assets under management and manages over 1,100 accounts.
Andrew Garrett Inc.

52 VANDERBILT AVE

NEW YORK, NY 10017

$470.14M

Assets Under Management

1,161

Total Clients

21

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 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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Lawrence Schulder’s Registration & Firm History

NY

12/15/2001 - Present

Andrew Garrett Inc. (NEW YORK NY)

NY

04/15/2002 - 04/26/2005

BROKERAGEAMERICA, LLC (NEW YORK NY)

NY

10/26/2000 - 04/15/2002

BROKERAGEAMERICA, INC (NE W YORK NY)

NY

12/23/1998 - 12/15/2001

ANDREW GARRETT, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/25/2000

Series 4 - Registered Options Principal Examination

BC

Issued 11/06/1999

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/25/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Lawrence Matthew Schulder. Review regulatory record here.
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