Top Wealth + Best-in-State · rank 4 · Miami Beach, Florida · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY 200 South Biscayne Boulevard, Suite 1100 PWM - Latin America Miami, FL 33131 CRD# 149777 Registered with this firm since: 06/01/2009” — sec_finra_regulatory
- “Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Employment 1 of 1 Firm Name: MORGAN STANLEY Main Office Address: 2000 WESTCHESTER AVENUE” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “This individual is currently registered with 4 SROs and is licensed in 39 U.S. states and territories through his or her employer.” — sec_finra_regulatory
- “Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management” — forbes_shook
- Team name — The Schultz Group (high)
- “Team Name: The Schultz Group” — forbes_shook
- Team size — 10 (medium)
- “Team Size: 10 members listed (including Andrew Schultz, Kemar Bennett, Peter Collazo, Amanda Molina, Jonathan Faber, and five client service associates)” — forbes_shook
- CRD — 2084168 (high)
- “BrokerCheck Report ANDREW BARRY SCHULTZ CRD# 2084168” — sec_finra_regulatory
- Years experience — 34 (high)
- “IA MORGAN STANLEY CRD# 7556 PURCHASE, NY 08/1991 - 04/2007” — sec_finra_regulatory
- “34+ years in wealth management; joined Morgan Stanley in 1991” — forbes_shook
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 1700 (high)
- “Team Assets (Custodied): $1.7 billion” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5 million” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth of Relationships: $10-400 million” — forbes_shook
- Client niche — UHNW individuals, founders and executives, multi-generational families, and those managing liquidity events (medium)
- “"UHNW individuals, founders and executives, multi-generational families, entrepreneurs, those managing liquidity events"” — forbes_shook
- Custodians — gap: not_applicable
- Fee model — not_public (low)
- “This individual is currently registered with 4 SROs and is licensed in 39 U.S. states and territories through his or her employer.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-schultz-group (high)
- “The Schultz Group | Miami Beach, FL | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/andrewschultzms/ (low)
- “Andrew Schultz - Morgan Stanley Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 1,200 U.S. Financial Advisors (2009-2025), Morgan Stanley Chairman's Club member since 2002 (medium)
- “- Barron's Top 1,200 U.S. Financial Advisors (2009-2025)” — forbes_shook
- “- Morgan Stanley Chairman's Club member since 2002” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search