Sandra Kunzweiler (CRD# 6102631) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 5 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a. | New York, NY | Nov 2016 - Current | 1 |
| Morgan Stanley | New York, NY | Sep 2016 - Current | 1 |
| Ubs Financial Services Inc. | New York, NY | May 2014 - Sep 2016 | 2 |
| Wells Fargo Advisors, LLC | Dallas, TX | Jul 2012 - Mar 2014 | 1 |
| Massmutual | Oklahoma City, OK | Jan 2012 - Jul 2012 | < 1 |
| Nedc | Norman, OK | Jan 2012 - May 2012 | < 1 |
| School | Tulsa, OK | Aug 2001 - May 2012 | 10 |
| Emerge Marketing & Pr | Tulsa, OK | May 2011 - Aug 2011 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- CT
- TX
-
Total Assets Under Management598,503MILLIONS
-
Total Number of Accounts1,610,240ACCOUNTS
-
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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