Julianne Sundstrom is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 13 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
6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211
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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 2021 - Present · 4 yrs 5 mos
Morgan StanleyBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.Broker
May 2020 - November 2021 · 1 yr 6 mos
Raymond James & Associates, INC.
May 2020 - November 2021 · 1 yr 6 mos
Morgan Stanley
April 2012 - August 2019 · 7 yrs 4 mos
Morgan StanleyBroker
October 2011 - August 2019 · 7 yrs 10 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.