Gary Sanchez is a registered investment advisor at Morgan Stanley, based in Greenwood Village, CO, with 17 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
5251 DTC Parkway, Suite 1500, Greenwood Village, CO, 80111
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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
December 2020 - Present · 5 yrs 5 mos
Morgan StanleyBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Janus Henderson DistributorsBroker
August 2020 - December 2020 · 4 mos
Syntrinsic Investment Counsel, LLC.
August 2019 - December 2019 · 4 mos
Invesco Distributors, INC.Broker
May 2019 - July 2019 · 2 mos
Oppenheimerfunds Distributor, INC.Broker
November 2007 - May 2019 · 11 yrs 6 mos
State Registrations2 states
COKS
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.