Yadira Sanchez

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

• 12/2014 → 12/2017
  Credit Suisse Securities (Usa) Llc
  New York, NY
• 09/2019 → 02/2020
  Bank Leumi Usa
  New York, NY
• 11/2019 → 02/2020
  Leumi Investment Services Inc.
  New York, NY
• 02/2020 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 02/2020 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2018 → 08/2019
  Homemaker
  Philadelphia, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-04-20

Other Names

• Yadira Sanchez
• Yadira Sanchez-Riveros
• Yadira Sanchez Riveros