LS
LS

Laura Sonderman

30 Years of Experience
Pepper Pike, OH
Broker

Laura Sonderman is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, 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

31099 Chagrin Boulevard, Pepper Pike, OH, 44124

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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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Other Business Activities

Laura is a board member and treasurer for Orange Patrionaires, an education and youth organization, since June 2023. She spends minimal time on check signing/funds disbursements and accounting/bookkeeping tasks for this organization.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
November 1995 - June 2009 · 13 yrs 7 mos
State Registrations33 states
ALCACOCTDCFLGAILINKSLAMAMDMEMIMNMOMTNCNJNVNYOHORPASCTXVAVTVirgin IslandsWAWIWV
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.
Laura Sonderman - Financial Advisor | TrueAdvisor