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Sally Venditti

25 Years of Experience
Buffalo, NY
Broker

Sally Venditti is a registered investment advisor at Morgan Stanley, based in Buffalo, NY, with 25 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

50 Fountain Plaza, Key Tower North, Buffalo, NY, 14202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sally works as an independent stylist for Color Street LLC, a retail/online store. This sales/marketing activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
October 2011 - Present · 14 yrs 7 mos
Morgan Stanley
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
April 2010 - October 2011 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.Broker
September 2000 - June 2009 · 8 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sally Venditti - Financial Advisor | TrueAdvisor