Mark Sandmeyer is a registered investment advisor at Morgan Stanley, based in Kalamazoo, MI, 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
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Location
277 South Rose, Suite 3100, Kalamazoo, MI, 49007
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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 →Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Citigroup Global Markets INC.Broker
July 1993 - February 2007 · 13 yrs 7 mos
Lehman Brothers INC.Broker
April 1991 - July 1993 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1985 - April 1991 · 6 yrs 3 mos
Mutual Service CorporationBroker
July 1984 - November 1984 · 4 mos
State Registrations18 states
AZCACOFLGAILINMDMIMONCNVNYOHOKSCTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.