SF
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Sandra Fletcher is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, with 26 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
111 North Washington Street, Suite 410, Green Bay, WI, 54301
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Regulatory History (1)
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Customer Dispute
March 2008Settled
Other Business Activities
Sandra owns rental property in Green Bay, WI, jointly with her husband since 2018. Her husband oversees all management activities related to the property.
Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1999 - June 2010 · 11 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - June 2010 · 11 yrs 2 mos
State Registrations36 states
AKALARAZCACOCTDCDEFLGAIAILINMAMDMEMIMNMOMSNCNJNMNYOHORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.