Anna Sime is a registered investment advisor at Morgan Stanley, based in Winter Park, FL, with 15 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
250 Park Avenue South, Suite 500, Winter Park, FL, 32789
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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
August 2025 - Present · 1 yr 1 mo
Morgan StanleyBroker
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Schwab Wealth Advisory, INC.
January 2022 - July 2023 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
January 2022 - July 2023 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC
September 2019 - December 2021 · 2 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
September 2019 - December 2021 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
November 2017 - June 2019 · 1 yr 7 mos
Citigroup Global Markets INC.
November 2017 - June 2019 · 1 yr 7 mos
Hsbc Securities (USA) INC.
February 2017 - December 2017 · 10 mos
Hsbc Securities (USA) INC.Broker
February 2017 - December 2017 · 10 mos
AXA Advisors, LLC
October 2016 - November 2016 · 1 mo
AXA Advisors, LLCBroker
September 2016 - November 2016 · 2 mos
Wells Fargo Advisors, LLC
June 2013 - August 2016 · 3 yrs 2 mos
Wells Fargo Advisors, LLCBroker
June 2013 - August 2016 · 3 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - March 2013 · 5 mos
J.P. Morgan Securities LLCBroker
October 2012 - March 2013 · 5 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
Chase Investment Services CORP.
May 2012 - October 2012 · 5 mos
TD Ameritrade, INC.Broker
November 2011 - May 2012 · 6 mos
TD Ameritrade, INC.
November 2011 - May 2012 · 6 mos
Amerivest Investment Management, LLC
November 2011 - May 2012 · 6 mos
Chase Investment Services CORP.
September 2008 - November 2011 · 3 yrs 2 mos
Chase Investment Services CORP.Broker
September 2008 - November 2011 · 3 yrs 2 mos
Strategic Advisers, INC.
December 2007 - April 2008 · 4 mos
Fidelity Brokerage Services LLCBroker
September 2007 - April 2008 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.