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Jeffrey Sahm

7 Years of Experience
Clayton, MO
Broker

Jeffrey Sahm is a registered investment advisor at Morgan Stanley, based in Clayton, MO, with 7 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

7733 Forsyth Boulevard, Suite 2100, Clayton, MO, 63105

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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

Jeffrey is on the Finance Committee for St. Gerard Majella, a religious and civic/community organization. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
November 2018 - Present · 7 yrs 6 mos
Morgan StanleyBroker
October 2018 - Present · 7 yrs 7 mos
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.