LS
CFP
LS
CFP
Linda Sanders is a CFP-designated registered investment advisor at Morgan Stanley, based in Hauppauge, NY, with 42 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
888 Veterans Memorial Highway, Suite 300, Hauppauge, NY, 11788
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 1999Settled
Other Business Activities
Linda is a board member at Sunshine Prevention Center, dedicating minimal time outside business hours. She is also a partner in Home Town Rentals and Lock-Schmidt Properties Inc, both real estate ventures, as a silent partner.
Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2000 - May 2023 · 23 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1983 - May 2023 · 39 yrs 11 mos
State Registrations30 states
ARAZCACOCTDCFLILINKSLAMAMDMEMOMTNCNHNJNVNYPAPRRISCTNTXUTVAVT
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.