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Sandra Sulik
33 Years of Experience
The Villages, FL
2 DisclosuresBroker
Sandra Sulik is a registered investment advisor at Morgan Stanley, based in The Villages, FL, with 33 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
832 Lake Sumter Landing, The Villages, FL, 32162
Get directionsHistory
Regulatory History (2)
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Financial
February 2017Final
Financial
June 2016Final
Employment History
Current Registrations
Morgan Stanley
August 2025 - Present · 9 mos
Morgan StanleyBroker
August 2025 - Present · 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - June 2025 · 22 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1992 - June 2025 · 33 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.