Sara Scheck is a registered investment advisor at Morgan Stanley, based in Memphis, TN, with 22 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
6410 Poplar Avenue, Suite 600, Memphis, TN, 38119
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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 Stanley
May 2020 - Present · 6 yrs 4 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 6 mos
Previous Registrations
Morgan Stanley
March 2014 - July 2018 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2011 - December 2013 · 2 yrs 7 mos
Cco Investment Services CORP.Broker
October 2009 - March 2011 · 1 yr 5 mos
Banc of America Investment Services, INC.Broker
April 2007 - April 2009 · 2 yrs
MML Distributors, LLCBroker
February 2003 - April 2006 · 3 yrs 2 mos
People's Securities, INC.Broker
November 2001 - December 2002 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.