Sara
Wallace

Morgan Stanley

CRD#3038256
Investment Advisor
in Salem, OR

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About this Advisor

Sara Wallace is a financial advisor based in Salem, Oregon, working with Morgan Stanley. Sara has previously held positions at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Sara has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Sara is part of Morgan Stanley, which operates out of Salem, Oregon. 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

Series 63, Series 65

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, Performance-based Fees, Others

Office Location

4285 Commercial Street S.E. Suite 200
Salem, OR 97302

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

OR Average: 88
Total Number of Accounts

2,405,783

OR Average: 3,892
Average Account Size

$582,939

OR 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

Sara Wallace Work History

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

1998 - Present (26 years)

Citigroup Global Markets Inc

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Disclosures

Please visit the SEC profile of Sara Wallace 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

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