Brian
Sanford

Morgan Stanley

CRD#6421808
Investment Advisor
in Newtown Square, PA

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About this Advisor

Brian Sanford is an advisor who works in Newtown Square, Pennsylvania. Currently a registered advisor at Morgan Stanley, they have accumulated 10 years of professional experience in the financial advisory industry. Sanford has Series 66 and Series 63 licenses, designating the advisor as a securities broker. Sanford is registered to advise investors in Pennsylvania and Texas. Over the course of their career, they have held roles at J.P. Morgan, State Farm Insurance, State Farm Vp Management Corp, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley is based out of Newtown Square, Pennsylvania, and operates out of 726 locations in the nation. In total, Morgan Stanley oversees $904 billion in assets dispersed across 1,863,328 accounts and employs more than 25,600 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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 may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 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

Ellis Preserve At Newtown Square, 3803 West Chester Pike Suite 200
Newtown Square, PA 19073

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

PA Average: 88
Total Number of Accounts

1,863,328

PA Average: 3,892
Average Account Size

$485,315

PA 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

Brian Sanford Work History

Brian has 10 years of experience.

2016 - Present (5 years)

Morgan Stanley Smith Barney LLC

2016 - Present (5 years)

Morgan Stanley Private Bank, N.A

2014 - 2016 (2 years)

State Farm Insurance

2014 - 2016 (2 years)

State Farm Vp Management Corp

2013 - 2014 (1 year)

J.P. Morgan

2010 - 2013 (3 years)

J.P. Morgan

Disclosures

Brian Sanford has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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