Sarah Brandon (CRD# 7352113) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | New York, NY | Jul 2022 - Current | 1 |
University Of Notre Dame | Notre Dame, IN | Aug 2021 - Jun 2022 | < 1 |
Morgan Stanley | New York, NY | Jun 2021 - Aug 2021 | < 1 |
University Of Notre Dame | Notre Dame, IN | Aug 2020 - Jun 2021 | < 1 |
Morgan Stanley | New York, NY | Jul 2020 - Aug 2020 | < 1 |
University Of Notre Dame | Notre Dame, IN | Aug 2019 - Jun 2020 | < 1 |
The Green Bean Cafe | New Castle, NH | Jun 2019 - Aug 2019 | < 1 |
University Of Notre Dame | Notre Dame, IN | Aug 2018 - Jun 2019 | < 1 |
Abenaqui Country Club | Rye Beach, NH | Jun 2018 - Aug 2018 | < 1 |
St Thomas Aquinas High School | Dover, NH | Aug 2017 - Jun 2018 | < 1 |
Summer Sessions Surf Shop | Portsmouth, NH | Jun 2017 - Aug 2017 | < 1 |
St Thomas Aquinas High School | Dover, NH | Aug 2016 - Jun 2017 | < 1 |
Applecrest Farm Bistro | Hampton Falls, NH | Jun 2016 - Aug 2016 | < 1 |
St Thomas Aquinas High School | Dover, NH | Aug 2015 - Jun 2016 | < 1 |
N/a | Rye Beach, NH | Jun 2015 - Aug 2015 | < 1 |
St Thomas Aquinas High School | Dover, NH | Aug 2014 - Jun 2015 | < 1 |
N/a | Rye Beach, NH | Jun 2014 - Aug 2014 | < 1 |
Rye Junior High School | Rye, NH | Aug 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- NJ
- NY
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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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