Sonia Andrews is a registered investment advisor at Morgan Stanley, based in Lake Charles, LA, with 24 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
1450 William Street, 3rd Floor, Lake Charles, LA, 70601
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
April 2024 - Present · 2 yrs 3 mos
Morgan Stanley
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2022 - April 2024 · 1 yr 9 mos
Wells Fargo Advisors
July 2022 - April 2024 · 1 yr 9 mos
Morgan Stanley
November 2010 - May 2022 · 11 yrs 6 mos
Morgan StanleyBroker
June 2009 - May 2022 · 12 yrs 11 mos
Citigroup Global Markets INC.Broker
October 2001 - June 2009 · 7 yrs 8 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.