Sandeep Belani
Sandeep Belani is a registered investment advisor at Morgan Stanley, based in New York, NY, with 19 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
1585 Broadway, 21st Floor, New York, NY, 10036
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Sandeep is a member of PWM Group LLC, a holding corporation for life and disability insurance. He also serves as a board observer for Dental Whale, a hospital/healthcare company, and is involved in a trust and Buffalo LLC as an investor.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations48 states
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