Sarah Mcgrane is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 30 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
8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225
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Regulatory History (1)
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Criminal
February 1999Final Disposition
Employment History
Current Registrations
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - July 2021 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - July 2021 · 4 yrs 1 mo
Raymond James & Associates, INC.
October 2013 - June 2017 · 3 yrs 8 mos
Raymond James & Associates, INC.Broker
October 2013 - June 2017 · 3 yrs 8 mos
Chapwood Capital Investment Management, LLC
June 2012 - May 2013 · 11 mos
J.P. Morgan Securities LLC
May 2007 - April 2012 · 4 yrs 11 mos
J.P. Morgan Securities LLCBroker
May 2007 - April 2012 · 4 yrs 11 mos
Credit Suisse Securities (USA) LLC
September 2006 - May 2007 · 8 mos
Credit Suisse Securities (USA) LLCBroker
June 2006 - May 2007 · 11 mos
Bear, Stearns & CO. INC.Broker
October 2005 - June 2006 · 8 mos
Foreside Fund Services, LLCBroker
January 2005 - July 2005 · 6 mos
Sws Financial ServicesBroker
December 1997 - December 2004 · 7 yrs
Bancamerica Securities, INC.Broker
March 1997 - October 1997 · 7 mos
Lehman Brothers INC.Broker
March 1993 - December 1995 · 2 yrs 9 mos
State Registrations49 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.