Sally Beckwith is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, with 39 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
500 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004
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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 StanleyBroker
June 2016 - Present · 9 yrs 11 mos
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1997 - June 2016 · 18 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1986 - June 2016 · 29 yrs 11 mos
State Registrations28 states
AKALARAZCACOCTFLGAHIIDKSKYMDMIMNMTNMNVNYORSCTNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.