SG
SG

Sarah Goldsmith

7 Years of Experience
Orlando, FL
Broker

Sarah Goldsmith is a registered investment advisor at Morgan Stanley, based in Orlando, FL, 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

201 East Pine Street 11th Floor, Orlando, FL, 32801

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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

Sarah is an officer (non-board member) at Vanderbilt University, a non-profit organization, since 2019. This administrative role takes minimal time each month, split evenly between business and after-business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - July 2023 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - July 2023 · 4 yrs 6 mos
State Registrations47 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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