Our Story and Services

Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1850 K Street NW
Ste 900
Washington, DC 20006
US
Direct:
(310) 285-2600(310) 285-2600
Toll-Free:
(800) 424-3209(800) 424-3209

Meet The Intercoastal Group

About Me

James M. Schneiderman runs an awarded wealth management practice that he built in the midst of one of the most challenging economic and market environments ever endured, “the Great Recession.” Starting from scratch in 2007 as a sole practitioner, today James personally manages hundreds of millions of dollars for a clientele base he calls his second family.

Forbes Magazine has repeatedly ranked James as a leader in his field; naming him to the Forbes “Best-In-State Wealth Managers” list in 2018 and the Forbes’ list of “America’s Top Next Generation Wealth Advisors” in both 2017 and 2018.  In 2015 James was named a Financial Times Top Advisor, specifically for preeminence in the field of retirement planning, in the FT 401 Rankings.  

Prior to Morgan Stanley, James worked in government relations for an advocacy group representing Fortune 500 companies pursuing their international tax, trade, and finance policy initiatives before the federal government and members of the foreign diplomatic corps. He received his MA from The Middlebury Institute for International Studies, and his BA from The Citadel, The Military College of South Carolina.

James is an American literature enthusiast with a particular affinity for the works of John Steinbeck.  In May 2014 he was cited by Financial Advisor IQ, a Financial Times publication, in “Books That Changed Advisors' Lives” for his appreciation of Steinbeck’s writing and its impact on his success as a Financial Advisor. James finds joy in random acts of charitable giving, yet he is also personally committed to supporting veteran-related charities in honor of his friend and college roommate, a Marine killed in action in 2006 while serving in Operation Iraqi Freedom.
Securities Agent: DC, CA, WY, WV, WA, VA, UT, TX, TN, SC, PA, OR, OK, OH, NY, NV, NM, NJ, ND, NC, MO, MN, MI, MD, MA, LA, KS, IL, IA, HI, GA, FL, CT, CO, AZ, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1279042
CA Insurance License #: 0G00355

About Me

Securities Agent: DC, WV, WI, WA, VA, TX, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NC, MN, MI, MD, MA, IL, GA, FL, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1270103
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Make Your Words Memorable

Make Your Words Memorable

Master public speaking with savvy tips from the pros.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
Why Do Pro Athletes Go Broke?

Why Do Pro Athletes Go Broke?

Our new Ideas podcast examines the strange phenomenon of athletes and bankruptcy… and how to change the game.

More from Morgan Stanley

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE

“You may feel like a 1,000 point move in the Dow in a single day is unprecedented, but the reality is that it’s a 2 or 3% move down.” - Lisa Shalett, Chief Investment Officer, Wealth Management
Learn more about OUTSMART VOLATILITY IN A MORGAN STANLEY MINUTE
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Intercoastal Group today.
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