Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Schuyler? Claim Your ProfileSchuyler Grey is an investment advisor representative with D.A. Davidson & Co. who has been active in the financial services industry since 1984. Schuyler has experience at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley. Schuyler is registered with the state of Colorado. Schuyler is qualified to offer securities services, portfolio management services for individuals and businesses, financial planning, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
07/26/2024 - Present
D.a. Davidson & Co. (DENVER CO)
CO
06/01/2009 - 06/13/2024
MORGAN STANLEY (Denver CO)
CO
05/08/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DENVER CO)
CO
07/08/1993 - 05/28/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
NY
01/30/1985 - 06/23/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/02/1984 - 01/25/1985
MOORS & CABOT, INC.
IA
Issued 06/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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