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Sarah Unfried

6 Years of Experience
Fairhope, AL
Broker

Sarah Unfried is a registered investment advisor at Morgan Stanley, based in Fairhope, AL, with 6 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

7530 Parker Road, Fairhope, AL, 36532

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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 board member and involved in the finance committee for the Alabama Free Clinic since December 2021. She dedicates minimal time during business hours and a few hours per week after business hours to administrative tasks, fundraising, marketing, accounting, and serving as board president.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
February 2020 - Present · 6 yrs 3 mos
State Registrations37 states
AKALARAZCACOCTDEFLGAILINKSKYLAMAMEMIMNMOMSNCNJNMNVNYOHOKPARISCTNTXVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sarah Unfried - Financial Advisor | TrueAdvisor