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Valerie Sanchez

27 Years of Experience
Paramus, NJ
Broker

Valerie Sanchez is a registered investment advisor at Morgan Stanley, based in Paramus, NJ, with 27 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

61 South Paramus Road, 3rd Floor, Paramus, NJ, 07652

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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

Valerie owns Decor & DIY by VY, a furniture painting and decor business, dedicating about 10% of her time after business hours. She also works as a contractor at Killah Beauty Bar, a hair and beauty salon, spending a few hours per week after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
San Blas Securities LLCBroker
May 2021 - July 2021 · 2 mos
Divine Asset Management LLC
March 2021 - June 2023 · 2 yrs 3 mos
Sb Advisory, LLC
January 2021 - June 2021 · 5 mos
Sb Advisory, LLC
March 2020 - December 2020 · 9 mos
Essex Securities LLCBroker
March 2020 - May 2021 · 1 yr 2 mos
Empire Asset Management CompanyBroker
October 2019 - March 2020 · 5 mos
Divine Asset Management LLC
May 2016 - December 2019 · 3 yrs 7 mos
Divine Capital Markets LLCBroker
February 2014 - July 2019 · 5 yrs 5 mos
Park Avenue Securities LLCBroker
September 2012 - January 2014 · 1 yr 4 mos
UBS Securities LLCBroker
March 2005 - August 2011 · 6 yrs 5 mos
UBS Capital Markets L.P.Broker
June 1997 - February 2006 · 8 yrs 8 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.