Sarah Kopp is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 6 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
1550 Market Street, Suite 600, Denver, CO, 80202
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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
June 2023 - Present · 3 yrs 1 mo
Morgan StanleyBroker
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
Jackson National Life Distributors LLCBroker
July 2006 - April 2008 · 1 yr 9 mos
Morgan Stanley
June 2005 - July 2006 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
June 2005 - July 2006 · 1 yr 1 mo
American Express Financial Advisors, INC.
August 2004 - April 2005 · 8 mos
American Express Financial Advisors INC.Broker
August 2004 - April 2005 · 8 mos
Ids Life Insurance CompanyBroker
August 2004 - April 2005 · 8 mos
State Registrations44 states
ARAZCACOCTFLGAHIIAIDILINKSMAMDMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.