Sonia Balfour-Fears is a CFP-designated registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sonia is involved in a family business, Sochrast Limited, since 2019 and dedicates minimal time per month to it. She is also a member of DamJam Acres, LLC, an agriculture and recreation business, since June 2021, spending minimal time on administrative tasks.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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