SC
SC

Sands Chipman

23 Years of Experience
Dallas, TX
Broker

Sands Chipman is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 23 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

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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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

Sands is the owner of CG Partners LLC, a limited liability company used to hold private investments. Sands spends minimal time on this activity.

Employment History
Current Registrations
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
Morgan Stanley
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Barclays Capital INC.
January 2009 - April 2015 · 6 yrs 3 mos
Barclays Capital INC.Broker
September 2008 - April 2015 · 6 yrs 7 mos
Lehman Brothers INC.
May 2004 - October 2008 · 4 yrs 5 mos
Lehman Brothers INC.Broker
July 2003 - September 2008 · 5 yrs 2 mos
Cibc World Markets CORP.Broker
May 2000 - June 2001 · 1 yr 1 mo
State Registrations38 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.