SG
SG

Sondrine Gutierrez

11 Years of Experience
Easton, PA
Broker

Sondrine Gutierrez is a registered investment advisor at Morgan Stanley, based in Easton, PA, with 11 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

101 Larry Holmes Drive, Suite 301, Easton, PA, 18042

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sondrine coaches a high school girls basketball team and is the Director of Athletics and Physical Education at Moravian Academy, spending about a third of her time on the latter. She also serves as a trustee for two trusts and is on the finance committee for Third Street Alliance.

Employment History
Current Registrations
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
State Registrations46 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.