Cesar SanchezCRD Number: 6326878
Current Firm: Morgan Stanley
Cesar Sanchez (CRD# 6326878) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 2 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Bank Of America, N.a.||Washington, DC||Jul 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Washington, DC||Jul 2015 - Current||1|
|Unemployed||Silver Spring, MD||Apr 2015 - Jun 2015||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Mar 2015||< 1|
|Morgan Stanley||Washington, DC||Apr 2014 - Mar 2015||< 1|
|United States Senate||Washington, DC||Aug 2012 - Apr 2014||1|
|Library Of Congress||Washington, DC||Jan 2012 - Aug 2012||< 1|
|United States Department Of Veterans Affairs||Fresno, CA||Aug 2011 - Dec 2011||< 1|
|Thot Studios||Fresno, CA||Nov 2009 - Dec 2011||2|
|United States Department Of Veterans Affairs||Linthicum Heights, MD||Jun 2011 - Aug 2011||< 1|
|Associated Students, Inc.||Fresno, CA||Jun 2010 - May 2011||< 1|
|Valley Small Business Development Corporation (vsbdc)||Fresno, CA||Jan 2010 - May 2010||< 1|
|Lyles Center For Innovation And Entrepreneurship||Fresno, CA||Aug 2008 - Dec 2009||1|
|Unemployed||Fresno, CA||Jul 2007 - Jul 2008||1|
|Csu Fresno Auxiliary Corporation||Fresno, CA||Jan 2007 - Jun 2007||< 1|
|Vector Marketing: Cutco||Fresno, CA||May 2006 - Nov 2006||< 1|
|Lithia Ford Of Fresno||Fresno, CA||Feb 2006 - Jun 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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
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