Ylisa Sanford
Ylisa Sanford is a CFP-designated registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 27 years of industry experience. Ylisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
555 California Street, 35th Floor, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2007Customer Dispute
May 2007Customer Dispute
August 2002Other Business Activities
Ylisa is the Development Chair for Giants Community Fund, a non-profit, dedicating minimal time to fundraising. She is also a partner in Spectrum Industries LLC, a construction/engineering firm, spending minimal time on this.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations53 states
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
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