Sara Wides Nicholson

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

• 06/2009 → Present
  Morgan Stanley
  St. Petersburg, FL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2004-09-08 → 2009-06-01
  Citigroup Global Markets Inc.
  St. Petersburg, FL
  St. Petersburg, FL

Other Businesses

*653094- Prince William Academy; Investment related: No; Woodbridge, Virginia; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 1; Advisory role to help influence the growth and educational aspirations of the school.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-02

Other Names

• Sara Elise Wides