Sampuran
Sekhon
Morgan Stanley
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About this Advisor
Sampuran Sekhon is a financial advisor based in Santa Rosa, California, working with Morgan Stanley. Sampuran has previously held positions at Morgan Stanley Smith Barney LLC, San Lorenzo Garden Center - Probuild, Sonic Internet, Redwood Credit Union, Santa Cruz Institute For Particle Physics, Chalkboard Restaurant, Starbucks, Q&A Research, Santa Rosa Junior College, and University Of California Santa Cruz. Sampuran has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Sampuran is part of Morgan Stanley, which operates out of Santa Rosa, California. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Sampuran Sekhon Work History
Morgan Stanley Smith Barney LLC
Sonic Internet
Redwood Credit Union
San Lorenzo Garden Center - Probuild
Santa Cruz Institute For Particle Physics
University Of California Santa Cruz
Chalkboard Restaurant
Starbucks
Q&A Research
Starbucks
Santa Rosa Junior College
Disclosures
Please visit the SEC profile of Sampuran Sekhon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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