Sally Weger
Sally Weger is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 31 years of industry experience. Sally is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2023Customer Dispute
May 2018Customer Dispute
March 2007Customer Dispute
November 2003Customer Dispute
August 2001Other Business Activities
Sally is a partner in Chez M&W LLC, a real estate venture in Jupiter, Florida, since 2021. She dedicates minimal time to property management outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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
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