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MS

Mandy L. Schlender

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CRD#: 2205869
MS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mandy L Schlender, who also goes by Mandy S Ross, Mandy Schlender Ross, Mandy Lee Schlender, was a registered financial professional .

Mandy is a previously registered financial professional and started their career in finance in 1993. Mandy had worked at 14 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mandy S Ross | Mandy Schlender Ross | Mandy Lee Schlender

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 24, 2013 - December 9, 2014

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
CHARLOTTE, NC
Past

April 27, 2012 - August 23, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHARLOTTE, NC
Past

June 1, 2009 - July 2, 2010

MORGAN STANLEY

BD
CRD#: 149777
ROCHESTER, NY
Past

April 30, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
ROCHESTER, NY
Past

January 24, 2006 - January 23, 2007

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
BUFFALO, NY
Past

January 22, 2003 - February 28, 2005

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

July 6, 2001 - November 30, 2001

DIRECTED SERVICES LLC

BD
CRD#: 21675
WEST CHESTER, PA
Past

February 18, 2000 - July 12, 2001

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

January 8, 1999 - February 16, 2000

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

December 13, 1995 - January 25, 1999

WACHOVIA BROKERAGE SERVICE

BD
CRD#: 17503
WINSTON SALEM, NC
Past

October 1, 1994 - March 28, 1995

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

March 16, 1994 - August 24, 1994

SANWA UNIVERSAL SECURITIES CO., LLC

BD
CRD#: 8427
NEW YORK, NY
Past

March 16, 1994 - August 24, 1994

SANWA SECURITIES (USA) CO., L.P.

BD
CRD#: 19697
NEW YORK, NY
Past

May 5, 1993 - March 10, 1994

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/24/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MI
METLIFE INVESTORS DISTRIBUTION COMPANY
AMERICAN DISTRIBUTORS, INC. | METLIFE INVESTORS DISTRIBUTION COMPANY | GENERAL AMERICAN DISTRIBUTORS, INC.

CRD#: 107622 / SEC#: , 8-53064

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
200 Park Avenue 4th Floor, New York City, NY 10166
Mailing Address
200 Park Avenue 4th Floor, New York City, NY 10166
Phone number
(973) 355-4954
Established
Missouri since 10/03/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
METLIFE INVESTORS GROUP, LLCSHAREHOLDER
ALPHONSO-NAPOLI, GEETA MARCELILEGAL OFFICER4518655
FRADKIN, GEOFFREY ANDREWVICE PRESIDENT5473381
GOOD, JESSICA TERESECHAIRMAN OF THE BOARD OF DIRECTORS, PRESIDENT AND CEO5741973
GRUPPUSO, PETERASSISTANT VICE PRESIDENT AND CHIEF FINANCIAL OFFICER2643834
KUCHINSKY, ALEXIS NATALIECHIEF COMPLIANCE OFFICER4343809
LOPEZ, GABRIEL ADOLPHDIRECTOR AND SENIOR VICE PRESIDENT2554216
MCDERMOTT, MICHAELDIRECTOR, SENIOR VICE PRESIDENT5577809
SCHUSTER, THOMAS JAMESDIRECTOR, SENIOR VICE PRESIDENT4570334
SMITH-WALL, ANIKA AYANNA-NJERIDIRECTOR, VICE PRESIDENT7414359

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

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