Deborah Sullivan is a registered investment advisor at Morgan Stanley, based in San Luis Obispo, CA, 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.
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IM Fee
Assets Under Management
Fee Structure
Location
1321 Osos Street, Suite 210, San Luis Obispo, CA, 93401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deborah is the new membership chair and on the finance committee for the San Luis Obispo Republican Women, Federated, spending minimal time. Deborah is also a successor trustee since 2021.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Putnam Retail Management Limited PartnershipBroker
Keystone Distributors, INC.Broker
State Registrations53 states
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