LS
CFP · ChFC
LS
CFP · ChFC
Lindsey Sawicki is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Anchorage, AK, with 10 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
2550 Denali Street, Suite 1700, Anchorage, AK, 99503
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Regulatory History (1)
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Customer Dispute
April 2017Settled
Employment History
Current Registrations
Morgan StanleyBroker
August 2024 - Present · 1 yr 9 mos
Morgan Stanley
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Empower Advisory Group, LLC
December 2023 - May 2024 · 5 mos
Empower Financial Services, INC.Broker
December 2023 - May 2024 · 5 mos
Morgan Stanley
January 2022 - September 2023 · 1 yr 8 mos
Morgan StanleyBroker
August 2021 - September 2023 · 2 yrs 1 mo
Charles Schwab & CO., INC.
October 2014 - May 2017 · 2 yrs 7 mos
Charles Schwab & CO., INC.Broker
August 2014 - May 2017 · 2 yrs 9 mos
Gwfs Equities, INC.Broker
May 2011 - July 2014 · 3 yrs 2 mos
State Registrations52 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.