Ylisa
Sanford

Morgan Stanley

CRD#3122349
Investment Advisor
in San Francisco, CA

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About this Advisor

Ylisa Sanford is a certified financial planner who works in San Francisco, California with 3 years of industry experience. Sanford currently works for Morgan Stanley. Over the course of their career, Sanford has held roles at Ameriprise Financial Services, Inc, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Sanford has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Morgan Stanley is a financial advisory firm headquartered in Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It has $1 trillion in assets between its 2,233,188 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company provides 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. Fees for financial advisory services largely depend on which services are offered. However, fees charged by Morgan Stanley likely are comprised of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

555 California Street 35Th Floor
San Francisco, CA 94104

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CA Average: $7,464,549,021
Total Number of Employees

28,000

CA Average: 88
Total Number of Accounts

2,233,188

CA Average: 3,892
Average Account Size

$530,659

CA Average: $1,917,921

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

Ylisa Sanford Work History

Ylisa has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Morgan Stanley Smith Barney LLC

2020 - Present (4 years)

Morgan Stanley Private Bank, N.A

2005 - 2020 (15 years)

Ameriprise Financial Services, Inc

*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 Ylisa Sanford 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

Daniel Evans
New York, NY
Johnny Williams
Columbia, SC
Russell Huebschle
Oakland, CA
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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