JS
JS

Julie Saumsiegle

41 Years of Experience
Fort Lauderdale, FL
Broker

Julie Saumsiegle is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Julie writes content for her blog, whosibetterthanyou.com, which focuses on self-help and self-awareness. This activity takes minimal time outside of business hours and is considered a hobby.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
UBS Financial Services INC.
July 1996 - September 2008 · 12 yrs 2 mos
UBS Financial Services INC.Broker
July 1996 - September 2008 · 12 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1985 - August 1996 · 11 yrs 5 mos
State Registrations26 states
AKARCACODEFLGAILINMAMIMNMOMSMTNCNJNYOHORPRSCTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Julie Saumsiegle - Financial Advisor | TrueAdvisor