Andrew M. Schenker
Professional summary
Andrew Marc Schenker, who also goes by Andrew M Schenker, is a registered financial advisor currently at HERITAGE INVESTORS MANAGEMENT CORP located in Bethesda, Maryland.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Andrew has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Marc Schenker's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2017 - Present
HERITAGE INVESTORS MANAGEMENT CORP
Office #1: 7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878November 9, 2009 - December 31, 2010
MORGAN STANLEY & CO. LLC
October 8, 2009 - October 29, 2016
MORGAN STANLEY & CO. LLC
August 26, 2008 - September 28, 2009
SANFORD C. BERNSTEIN & CO., LLC
Primary Firm SEC Registration
HERITAGE INVESTORS MANAGEMENT CORP
CRD#: 110420 / SEC#: 801-10612
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2017)
(1/30/2017)
Exams
Current Firm
HERITAGE INVESTORS MANAGEMENT CORP
CRD#: 110420 / SEC#: 801-10612
Contact information
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,426 |
| AUM (Assets Under Management) | $ 4,180,784,341 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/26/2024 | ||
| 01/30/2024 | ||
| 12/07/2022 |
Red Flags
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