Max Sanel is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, 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
Loading...
Location
14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254
Get directionsHistory
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
February 2015 - Present · 11 yrs 3 mos
Morgan Stanley
February 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2011 - February 2015 · 3 yrs 7 mos
Vanguard Marketing CorporationBroker
April 2008 - June 2009 · 1 yr 2 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSMDMIMNMOMTNCNDNENJNMNVNYOHOKORPASCSDTXUTVAWAWIWY
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.