Sarah Green is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 12 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
2121 North Pearl Street, Suite 500, Dallas, TX, 75201
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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
January 2018 - Present · 8 yrs 4 mos
Morgan StanleyBroker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
April 2017 - January 2018 · 9 mos
TD Ameritrade, INC.
April 2017 - January 2018 · 9 mos
TD Ameritrade Investment Management, LLC
December 2014 - January 2017 · 2 yrs 1 mo
TD Ameritrade, INC.
December 2014 - January 2017 · 2 yrs 1 mo
TD Ameritrade, INC.Broker
July 2013 - January 2018 · 4 yrs 6 mos
State Registrations50 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.