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Sarah Hall

8 Years of Experience
Bend, OR
Broker

Sarah Hall is a registered investment advisor at Morgan Stanley, based in Bend, OR, with 8 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

705 SW Bonnett Way, Suite 1200, Bend, OR, 97702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sarah is a partner at 541 Dance LLC since 2016, and an employee/dance teacher at The Dance Connection Bend since 2023. She also serves as Board Chair for Volunteers In Medicine since 2020, dedicating minimal time outside business hours.

Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 5 mos
Morgan StanleyBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2002 - August 2004 · 2 yrs 6 mos
State Registrations31 states
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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.