SJ
SJ

Sheldon Janz

16 Years of Experience
Purchase, NY
Broker

Sheldon Janz is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 16 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

2000 Westchester Avenue, Purchase, NY, 10577-2530

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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

Sheldon produces videos for a church and school in Rosedale, MD, a non-investment related activity. This takes about 10-20% of his time.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
April 2011 - March 2014 · 2 yrs 11 mos
Wells Fargo Advisors, LLCBroker
February 2011 - March 2014 · 3 yrs 1 mo
E*trade Securities LLCBroker
April 2007 - July 2008 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - May 1998 · 6 mos
State Registrations2 states
MDVA
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.