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Edwin Sanchez

25 Years of Experience
Los Angeles, CA
Broker

Edwin Sanchez is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 25 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

444 South Flower Street,34th Floor, Los Angeles, CA, 90071

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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 Stanley
July 2014 - Present · 11 yrs 10 mos
Morgan StanleyBroker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Oppenheimer & CO. INC.Broker
June 2013 - June 2014 · 1 yr
J.P. Morgan Securities LLCBroker
November 2012 - July 2013 · 8 mos
J.P. Morgan Securities LLCBroker
July 2009 - August 2012 · 3 yrs 1 mo
J.P. Morgan Securities INC.Broker
January 2009 - July 2009 · 6 mos
Bear, Stearns & CO. INC.Broker
July 2008 - September 2008 · 2 mos
Bear, Stearns & CO. INC.Broker
October 2003 - July 2008 · 4 yrs 9 mos
UBS Financial Services INC.Broker
June 2003 - October 2003 · 4 mos
Dreyfus Brokerage Services, INC.Broker
November 1998 - July 2002 · 3 yrs 8 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAHIIDILINKYMAMDMEMIMNMOMTNCNENHNJNMNVNYOHORPARISCTNTXUTVAWAWIWY
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.
Edwin Sanchez - Financial Advisor | TrueAdvisor