Isabel
Sippel

Morgan Stanley

CRD#6811367
Investment Advisor
in New York, NY
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About this Advisor

Isabel Sippel is a financial advisor located in New York, New York. Currently an investment advisor with Morgan Stanley, they have accrued 11 years of work experience. Sippel holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Sippel is able to act as a financial advisor in Connecticut and Texas. Sippel has gained experience at Morgan Stanley Smith Barney LLC, Phd, Bowdoin College, Ridgewood High School and Blackrock. Morgan Stanley is based out of New York, New York, and operates out of 702 other locations in the country. In aggregate, Morgan Stanley manages $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley offers 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 firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

1 New York Plaza
New York, NY 10004

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY 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

Isabel Sippel Work History

Isabel has 11 years of experience.

2017 - Present (2 years)

Morgan Stanley Smith Barney LLC

2015 - 2015 (0 years)

Phd

2015 - 2017 (2 years)

Blackrock

2011 - 2015 (4 years)

Bowdoin College

2007 - 2011 (4 years)

Ridgewood High School

Disclosures

Isabel Sippel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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