Kim Sage is a registered investment advisor at Morgan Stanley, based in Canton, GA, 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
Canton, GA
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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 Stanley
November 2025 - Present · 6 mos
Morgan StanleyBroker
November 2025 - Present · 6 mos
Morgan Stanley
November 2025 - Present · 6 mos
Previous Registrations
UBS Financial Services INC.Broker
October 2012 - November 2025 · 13 yrs 1 mo
UBS Financial Services INC.
October 2012 - November 2025 · 13 yrs 1 mo
Morgan StanleyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley
June 2009 - October 2012 · 3 yrs 4 mos
Citigroup Global Markets INC.
September 2008 - June 2009 · 9 mos
Citigroup Global Markets INC.Broker
March 2004 - June 2009 · 5 yrs 3 mos
Linsco/private Ledger CORP.Broker
July 2003 - January 2004 · 6 mos
Wachovia Securities, LLCBroker
July 2002 - July 2003 · 1 yr
Salomon Smith Barney INC.Broker
January 2001 - May 2001 · 4 mos
Smith Barney INC.Broker
February 1996 - December 1996 · 10 mos
J. Michael Reisert, INC.Broker
July 1994 - December 1995 · 1 yr 5 mos
Union Financial CORP.Broker
August 1993 - February 1996 · 2 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.