Sarah Dellolio is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 32 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
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
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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
October 2009 - Present · 16 yrs 7 mos
Morgan StanleyBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
January 2003 - October 2009 · 6 yrs 9 mos
Cibc World Markets CORP.Broker
July 2002 - January 2003 · 6 mos
Deutsche Bank Securities INC.Broker
January 2001 - August 2002 · 1 yr 7 mos
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
July 1996 - September 1997 · 1 yr 2 mos
Dean Witter Reynolds INC.Broker
April 1995 - June 1996 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1993 - April 1995 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.