Sanjiv Saste is a CFP-designated registered investment advisor at Morgan Stanley, based in Tampa, FL, 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
4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609
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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
September 2023 - Present · 2 yrs 8 mos
Morgan StanleyBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2016 - September 2023 · 7 yrs 6 mos
Raymond James Financial Services, INC.Broker
February 2016 - September 2023 · 7 yrs 7 mos
Aegis Capital CORP.Broker
December 2015 - February 2016 · 2 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.