Brian
Sanford
Morgan Stanley
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Morgan Stanley Brokerage Details
$904,300,848,179
25,600
1,863,328
$485,315
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Answer a few questions to get a personalized match.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.
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
State Farm Insurance
State Farm Vp Management Corp
J.P. Morgan
J.P. Morgan
Disclosures
Brian Sanford has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Baltimore, MD
Atlanta, GA
Newtown Square, PA
Newport Beach, CA
Cleveland, OH
Atlanta, GA
Newport Beach, CA
Miami, FL
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.