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Sendi Slavinskaya

16 Years of Experience
Wellesley, MA
Broker

Sendi Slavinskaya is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 16 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

112 Worcester Street, Wellesley, MA, 02481

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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
January 2013 - Present · 13 yrs 6 mos
Morgan Stanley
January 2013 - Present · 13 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
June 2012 - January 2013 · 7 mos
UBS Financial Services INC.
June 2012 - January 2013 · 7 mos
Morgan Stanley Smith BarneyBroker
April 2011 - June 2012 · 1 yr 2 mos
Morgan Stanley Smith Barney LLC
April 2011 - June 2012 · 1 yr 2 mos
Morgan Stanley Smith Barney LLC
February 2010 - February 2011 · 1 yr
Morgan Stanley Smith BarneyBroker
February 2010 - February 2011 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - February 2009 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - February 2009 · 5 mos
State Registrations40 states
AKALAZCACOCTDCDEFLGAHIILINKSKYMAMDMEMIMNMOMSMTNCNHNJNMNYOHORPARISCTNTXVAVTWAWIWV
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.
Sendi Slavinskaya - Financial Advisor | TrueAdvisor