Helen Jeanette Sattelmayer

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1996 → Present
  Citigroup Global Markets Inc.
  Menlo Park, CA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Menlo Park, CA

Other Businesses

1. POSHMARK, INDEPENDENT CONTRACTOR; SELLING NEW & USED CLOTHING; START DATE: 07/2016; NOT INVESTMENT RELATED; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 2; 2. Half Moon Bay Soap & Candle Company; Not investment related; Private company; Partner; During business hours: 0; After business hours: 0; *636750- Real Estate; Investment related: Yes; Jackson, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);04/2025; During business hours: 0; After business hours: 0; Landlord

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-14
• S63 Uniform Securities Agent State Law Examination
  1998-10-30