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Sarah Brittany Udolph

Morgan Stanley

Orland Park, IL

CRD 6565360

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-01-31
TX RA APPROVED 2016-06-30
UT RA APPROVED 2016-02-29
IL RA APPROVED 2016-02-26
  • IN RA
    APPROVED
    Since 2022-01-31
  • TX RA
    APPROVED
    Since 2016-06-30
  • UT RA
    APPROVED
    Since 2016-02-29
  • IL RA
    APPROVED
    Since 2016-02-26

Branch Locations

15341 South 94Th Avenue Suite 200, Orland Park, IL 60462 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Chicago IL 11/2015 12/2016
Morgan Stanley Private Bank, N.A. New York NY 03/2016 Present
Morgan Stanley Orland Park IL 12/2016 Present
  • 11/2015 → 12/2016
    Morgan Stanley
    Chicago, IL
  • 03/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 12/2016 → Present
    Morgan Stanley
    Orland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-26
  • S66 Uniform Combined State Law Examination
    2016-02-26
Other Names
  • Sarah Brittany Kitchell

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
W&S BROKERAGE SERVICES, INC.

Nearby Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE

Nearby Offices

OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL

More in Orland Park, IL

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