SL
SL

Sandra Lanoie

42 Years of Experience
Palo Alto, CA
Broker

Sandra Lanoie is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, 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

1400 Page Mill Road, Palo Alto, CA, 94304

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Sandra is on the advisory board for a children's musical theater in San Jose, California, since 2015. She dedicates minimal time to business development and growth for the non-profit organization.

Employment History
Current Registrations
Morgan StanleyBroker
September 2020 - Present · 5 yrs 8 mos
Morgan Stanley
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2020 · 12 yrs 8 mos
Wells Fargo Clearing Services, LLC
January 2008 - September 2020 · 12 yrs 8 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
September 1994 - January 2008 · 13 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1987 - September 1994 · 7 yrs 1 mo
Dean Witter Reynolds INC.Broker
December 1985 - August 1987 · 1 yr 8 mos
Dean Witter Reynolds INC.Broker
January 1984 - December 1985 · 1 yr 11 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.