Cassandra Sanzo is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 35 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
1330 Post Oak Boulevard, Suite 900, Houston, TX, 77056
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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 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2006 - April 2007 · 1 yr
Morgan Stanley Dw INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
UBS Financial Services INC.
July 1999 - February 2006 · 6 yrs 7 mos
UBS Financial Services INC.Broker
July 1999 - February 2006 · 6 yrs 7 mos
Dean Witter Reynolds INC.Broker
May 1993 - July 1999 · 6 yrs 2 mos
Painewebber IncorporatedBroker
January 1991 - April 1993 · 2 yrs 3 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.