SD
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Sarah Daniel

10 Years of Experience
Chattanooga, TN
Broker

Sarah Daniel is a registered investment advisor at Morgan Stanley, based in Chattanooga, TN, 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

820 Broad Street, Chattanooga, TN, 37402

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History

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.

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Other Business Activities

Sarah is a sole proprietor/owner of rental property in Chattanooga, Tennessee, since October 2022. She dedicates minimal time to property management outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 8 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.