SP
SP

Sarah Porter

43 Years of Experience
Boston, MA
Broker

Sarah Porter is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 43 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
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Location

28 State Street 26th Floor, Boston, MA, 02109

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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.

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Other Business Activities

Sarah is involved with Cockaigne Holdings LLC, a real estate business, since 2017. She dedicates minimal time to this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
May 2010 - Present · 16 yrs
Morgan Stanley
May 2010 - Present · 16 yrs
Previous Registrations
UBS Financial Services INC.Broker
August 2004 - May 2010 · 5 yrs 9 mos
UBS Financial Services INC.
August 2004 - May 2010 · 5 yrs 9 mos
Wachovia Securities, LLC
July 2003 - August 2004 · 1 yr 1 mo
Wachovia Securities, LLCBroker
July 2003 - August 2004 · 1 yr 1 mo
Prudential Securities Incorporated
January 1990 - July 2003 · 13 yrs 6 mos
Prudential Securities IncorporatedBroker
January 1989 - July 2003 · 14 yrs 6 mos
Shearson Lehman Hutton INC.Broker
February 1988 - February 1989 · 1 yr
E. F. Hutton & Company INCBroker
March 1983 - February 1988 · 4 yrs 11 mos
State Registrations42 states
AKAZCACOCTDCFLGAIAILINLAMAMDMEMIMNMOMTNCNDNENHNJNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sarah Porter - Financial Advisor | TrueAdvisor