Unclaimed Profile

Andrew Marc Schenker

HERITAGE INVESTORS MANAGEMENT CORP·BETHESDA, Maryland

SIE, Series 7, Series 63, Series 65, Series 86, Series 87CFAClean record16 years registeredHERITAGE INVESTORS MANAGEMENT CORP

7101 WISCONSIN AVENUE, BETHESDA, MD 20814-4878CRD# 5563017Firm CRD# 110420

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Marc Schenker · BETHESDA, MD

Registration

CRD #5563017 · HERITAGE INVESTORS MANAGEMENT CORP · 16 years registered

Brand Profile

Not yet started

Career History

HERITAGE INVESTORS MANAGEMENT CORP

Jan 2017 – present

MORGAN STANLEY & CO. INCORPORATED

Nov 2009 – Dec 2010

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · November 9, 2009

Years registered · 16

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE INVESTORS MANAGEMENT CORP

CRD 110420 · SEC 801-10612

AUM

$3.7B

Regulatory assets under management

Employees

1,391 client accounts

Services offered by HERITAGE INVESTORS MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Andrew Marc Schenker offer?

Andrew Marc Schenker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Andrew Marc Schenker's credentials?

Andrew Marc Schenker holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Marc Schenker located?

Andrew Marc Schenker is based in BETHESDA, Maryland, working with HERITAGE INVESTORS MANAGEMENT CORP. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Andrew Marc Schenker charge for services?

Andrew Marc Schenker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE INVESTORS MANAGEMENT CORP?

HERITAGE INVESTORS MANAGEMENT CORP has approximately 20 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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