SW
SW
Sally Weger
30 Years of Experience
Palm Beach Gardens, FL
5 DisclosuresBroker
Sally Weger is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, 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
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
Get directionsHistory
Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2023Settled
Customer Dispute
May 2018Denied
Customer Dispute
March 2007Settled
Customer Dispute
November 2003Closed-No Action
Customer Dispute
August 2001Closed-No Action
Other 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
September 2011 - Present · 14 yrs 10 mos
Morgan Stanley
September 2011 - Present · 14 yrs 10 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2001 - September 2011 · 10 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1995 - September 2011 · 16 yrs 3 mos
State Registrations25 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.