Sara
Wallace
Morgan Stanley
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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
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
Sara Wallace Work History
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
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.
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