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Sina Taghizadeh

10 Years of Experience
Atlanta, GA
Broker

Sina Taghizadeh is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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

3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305

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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

Sina is an officer of Sina Enterprises LLC, managing real estate and dedicating minimal time to it. Sina also works in customer service at Lifetime Fitness, spending about 10% of their time there.

Employment History
Current Registrations
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Sage Mountain Advisors, LLC
August 2021 - October 2022 · 1 yr 2 mos
Voya Investment Management CO. LLC
April 2019 - August 2021 · 2 yrs 4 mos
Voya Investments Distributor, LLCBroker
March 2019 - August 2021 · 2 yrs 5 mos
Charles Schwab & CO., INC.Broker
March 2016 - March 2019 · 3 yrs
Cambridge Investment Research, INC.Broker
February 2016 - March 2016 · 1 mo
E*trade Securities LLCBroker
April 2015 - February 2016 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.