Scotland C. Schmidt
Professional summary
Scotland Cottier Schmidt is a registered financial advisor currently at SCHMIDT, SCOTLAND located in San Diego, California.
Scotland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Scotland has worked at 2 firms and has passed the Series 66, Series 3, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scotland Cottier Schmidt's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 2, 2020 - Present
SCHMIDT, SCOTLAND
March 4, 2013 - September 17, 2019
MORGAN STANLEY
February 4, 2013 - September 17, 2019
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/2/2020)
(4/23/2020)
Exams
Current Firm
SCHMIDT, SCOTLAND
CRD#: 307269 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 18,484,954 |
Red Flags
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