KS
KS

Kiarra Sandoval

17 Years of Experience
Bethesda, MD
Broker

Kiarra Sandoval is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, 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

7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814

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History

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.

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Employment History
Current Registrations
Morgan StanleyBroker
December 2017 - Present · 8 yrs 5 mos
Morgan Stanley
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
July 2015 - November 2017 · 2 yrs 4 mos
Ameriprise Financial Services, INC.
July 2015 - November 2017 · 2 yrs 4 mos
Morgan Stanley
December 2009 - July 2015 · 5 yrs 7 mos
Morgan StanleyBroker
October 2009 - July 2015 · 5 yrs 9 mos
Charles Schwab & CO., INC.Broker
November 2008 - September 2009 · 10 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kiarra Sandoval - Financial Advisor | TrueAdvisor