Sarah Paltiel is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
101 California Street, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah sells cake mixes to friends and knitting patterns online to cover costs, dedicating about 10-20% of her time to this. She is also a sole proprietor involved in loan provision and selling paintings, but these activities require minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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