Sonya Nasim, financial advisor New York NY

Sonya Nasim

CRD Number: 6539688
Current Firm: Morgan Stanley

Sonya Nasim (CRD# 6539688) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Columbia University School Of Professional Studies New York, NY Sep 2020 - Current 1
Morgan Stanley New York, NY Oct 2019 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Dec 2017 - Sep 2019 1
Capco New York, NY Jul 2016 - Nov 2017 1
Georgetown Univeristy Mcdonough School Of Business Washington, DC Sep 2014 - Jul 2016 1
Raymond James Financial New York, NY Jun 2015 - Aug 2015 < 1
Georgetown University Washington Dc, DC Aug 2012 - May 2015 2
Unemployed Jericho, NY May 2012 - Aug 2012 < 1
Jericho Senior High School Jericho, NY Aug 2008 - May 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Sonya M. Nasim
Phone Number: 914-225-5510
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,075,993
    MILLIONS
  • Total Number of Accounts
    1,955,913
    ACCOUNTS
  • Average Account Value
    $550,123
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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