Saralyn Coupe is a CFP-designated registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Saralyn is a member of the finance committee and chair of the investment committee for St. Cecilia Music Center, dedicating minimal time to reviewing financial aspects of the non-profit. She also serves on the investment committee for Frederik Meijer Gardens & Sculpture Foundation, spending a few hours per week on fundraising and investment decisions.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
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