SD
SD

Sarajean Depalma

8 Years of Experience
Morristown, NJ
Broker

Sarajean Depalma is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 8 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

340 Mount Kemble Avenue, Morristown, NJ, 07960

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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

Sarajean works as a bartender/waitress at Lakeside Tavern and as a bartender at Muldoon's, dedicating about 10-20% of her time to these activities. She also owns real estate and is involved in property management, spending minimal time during business hours and a few hours per week after business hours.

Employment History
Current Registrations
Morgan Stanley
December 2020 - Present · 5 yrs 5 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Park Avenue Securities LLC
October 2015 - December 2017 · 2 yrs 2 mos
Park Avenue Securities LLCBroker
October 2015 - December 2017 · 2 yrs 2 mos
Lincoln InvestmentBroker
March 2014 - November 2014 · 8 mos
State Registrations47 states
ALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sarajean Depalma - Financial Advisor | TrueAdvisor