Sarah Caslowitz Forney

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

• 12/2016 → Present
  Morgan Stanley
  Raleigh, NC
• 11/2015 → 09/2016
  Brown Advisory
  Chapel Hill, NC
• 09/2016 → 12/2016
  Unemployed
  Raleigh, NC
• 01/2017 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

Sound Consulting Solutions; Raleigh, NC; Not Investment related; general consulting; provide adhoc consulting; 10/2016; 0,0

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-27
• S63 Uniform Securities Agent State Law Examination
  2007-05-07

Other Names

• Sarah G. Caslowitz
• Sarah G Caslowitz
• Sarah G Caslowitz Forney
• Sarah Caslowitz Forney
• Sarah C Forney