Sandra Fletcher is a registered investment advisor at Morgan Stanley, based in Green Bay, WI, with 27 years of industry experience. Sandra 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
111 North Washington Street, Suite 410, Green Bay, WI, 54301
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other 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
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations36 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
More Advisors
- Eric KaplaMorgan Stanley
- Kevin Baranczyk, CFP, ChFCMorgan Stanley
- Kurt KoehlerMorgan Stanley
- Melanie Graff, CFPMorgan Stanley
- Jason Wilke, CFPRBC Capital Markets, LLC
- Erin Johnson, ChFCCwm, LLC