Sarah
Unfried
Morgan Stanley
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About this Advisor
Sarah Unfried is a financial advisor operating out of Fairhope, Alabama with 3 years of industry experience. Unfried is on the advisory team at Morgan Stanley. Over the course of their career, Unfried has held roles at Morgan Stanley, University Of Kentucky, Johns Run Walk Shop, Kentucky Deoartment Of Revenue, Kroger Starbucks, William T. Young Starbucks, Woodford County Public Schools and Morgan Stanley Private Bank, N.A. Unfried has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama, Kentucky and Texas. Morgan Stanley is a registered investment company operating out of Purchase, NY. The firm has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in total assets between its 2,233,188 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually are based on which services are offered. Fee types charged by Morgan Stanley can include some combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Sarah Unfried Work History
Sarah has been registered as a financial advisor for 3 years.*
Morgan Stanley Private Bank, N.A
Morgan Stanley
University Of Kentucky
Johns Run Walk Shop
Kentucky Deoartment Of Revenue
William T. Young Starbucks
Kroger Starbucks
Woodford County Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sarah Unfried to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Garden City, NY
New York, NY
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
Oak Brook, IL
Pueblo, CO
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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