SM
SM

Sandra Macdowell

33 Years of Experience
Dallas, TX
Broker

Sandra Macdowell is a registered investment advisor at Morgan Stanley, based in Dallas, TX, 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

8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225

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History

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.

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Employment History
Current Registrations
Morgan StanleyBroker
July 2012 - Present · 13 yrs 10 mos
Morgan Stanley
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Morgan Keegan & Company, INC.
May 2009 - July 2012 · 3 yrs 2 mos
Morgan Keegan & Company, INC.Broker
April 2009 - July 2012 · 3 yrs 3 mos
Morgan Keegan & Company, INC.
April 2009 - May 2009 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1992 - April 2009 · 16 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1992 - April 2009 · 16 yrs 6 mos
State Registrations9 states
ARCACOFLNCNYOKTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sandra Macdowell - Financial Advisor | TrueAdvisor