Annmarie
Strohsahl

Morgan Stanley

CRD#6101555
Investment Advisor
in Atlanta, GA
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About this Advisor

Annmarie Strohsahl is a certified financial planner working in Atlanta, Georgia, who has 12 years of professional experience. Strohsahl is currently employed by Morgan Stanley. During their career, the advisor has held roles at Loreal Usa, Florida State University, North Florida Financial, Dawson James, Boca High School, J P Turner & Company LLC, Equinoxe Alternative Investments Services, Kurt Mattson and Northwestern Mutual Investment Services LLC. Strohsahl has Series 66 and Series 63 licenses, certifying them as a securities broker, and can work in Georgia. Morgan Stanley is a registered investment firm headquartered in Atlanta, Georgia. The company has offices in 702 locations and a total of 26,000 advisors. It manages $735 billion in total assets between its 1,724,668 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 283 charitable organizations. Morgan Stanley performs a diverse assortment 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 charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

12 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

Disclosures

No

Office Location

3280 Peachtree Road Ne, Suite 2000 Pwm
Atlanta, GA 30305

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA Average: $1,917,921

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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

Annmarie Strohsahl Work History

Annmarie has 12 years of experience.

2017 - Present (2 years)

Morgan Stanley

2015 - 2017 (2 years)

Northwestern Mutual Wealth Management Company

2014 - 2014 (< 1 year)

Kurt Mattson

2014 - 2017 (3 years)

Northwestern Mutual Investment Services LLC

2014 - 2017 (3 years)

Kurt Mattson

2013 - 2013 (< 1 year)

J P Turner & Company LLC

2013 - 2014 (1 year)

Equinoxe Alternative Investments Services

2012 - 2013 (1 year)

North Florida Financial

2012 - 2012 (< 1 year)

Dawson James

2009 - 2013 (4 years)

Florida State University

2008 - 2013 (5 years)

Loreal Usa

2006 - 2009 (3 years)

Boca High School

Disclosures

Annmarie Strohsahl has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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