Sara A Thorson

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

• 02/2007 → 05/2017
  Merrill Lynch, Pierce, Fenner & Smith, Inc
  Greenwich, CT
• 07/2012 → 05/2017
  Bank Of America, N.A.
  Greenwich, CT
• 05/2017 → Present
  Morgan Stanley
  Greenwich, CT
• 08/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2008-11-06 → 2017-05-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwich, CT
  Greenwich, CT
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2008-11-04

Other Names

• Sara Andreas Thorson
• Sara A Thorson
• Sara Thorson