SI
SI

Sana Itayem

13 Years of Experience
Naples, FL
Broker

Sana Itayem is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 13 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

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Sana is an owner/partner in 5Diamond Events, an event planning business, since February 2024. She dedicates a few hours per week to this activity.

Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 4 mos
Morgan Stanley
January 2026 - Present · 4 mos
Previous Registrations
J.P. Morgan Securities LLC
June 2022 - January 2026 · 3 yrs 7 mos
J.P. Morgan Securities LLCBroker
June 2022 - January 2026 · 3 yrs 7 mos
Truist Advisory Services, INC.
August 2016 - March 2022 · 5 yrs 7 mos
Suntrust Investment Services, INC.
January 2013 - December 2016 · 3 yrs 11 mos
Truist Investment Services, INC.Broker
December 2012 - March 2022 · 9 yrs 3 mos
Amsouth Investment Services, INC.Broker
February 2003 - July 2003 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.