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Sandy Wilcox is a registered investment advisor at Morgan Stanley, based in Indianapolis, IN, 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
111 Monument Circle, Suite 3100, Indianapolis, IN, 46204
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2004Settled
Other Business Activities
Sandy sells crystals one weekend a month through Our Sacred Connections since 2010. Sandy is also involved with the Venture Club of Indiana and the H2THIN Member Referral Program, dedicating minimal time to each.
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
December 1998 - April 2007 · 8 yrs 4 mos
Morgan Stanley Dw INC.Broker
May 1990 - April 2007 · 16 yrs 11 mos
State Registrations11 states
AZCOFLILINKSMINCORTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.