Sanjiv Madhao Saste

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

• 02/2016 → 09/2023
  Raymond James Financial Services
  Tampa, FL
• 03/2016 → 09/2023
  Raymond James Financial Services Advisors Inc.
  Tampa, FL
• 01/2018 → 09/2023
  All Seasons Wealth
  Tampa, FL
• 01/2018 → 09/2023
  All Seasons Wealth
  Tampa, FL
• 09/2023 → Present
  Morgan Stanley Smith Barney Llc
  Tampa, FL
• 09/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2016-03-10 → 2023-09-15
  Raymond James Financial Services Advisors, Inc
  Tampa, FL
  Tampa, FL

Other Businesses

*647682- SMS Consulting LLC; Investment related: No; Tampa, Florida; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 4; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2015-12-18

Designations

• Certified Financial Planner

Other Names

• Sanjiv Saste