Sarah Elizabeth Damsgaard

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

• 11/2015 → 05/2021
  Jp Morgan Chase Bank, N.A.
  Chicago, IL
• 11/2015 → 05/2021
  Jpmorgan Securities Llc
  Chicago, IL
• 05/2021 → 07/2023
  The Invictus Collective, Llc
  Park Ridge, IL
• 05/2021 → 03/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2023 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 08/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-05-21 → 2023-07-18
  The Invictus Collective, Llc
  Park Ridge, IL
  Mequon, WI
• 2015-11-17 → 2021-05-27
  J.P. Morgan Securities Llc
  Chicago, IL
• 2014-08-04 → 2015-12-16
  Credit Suisse Securities (Usa) Llc
  Chicago, IL
• 2010-12-20 → 2014-07-21
  Reinhart Partners, Llc
  Mequon, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-08-29
• S65 Uniform Investment Adviser Law Examination
  2010-12-16

Other Names

• N/A N/A N/A
• Sarah E Habitz
• Sarah E. Habitz
• Sarah Habitz Damsgaard
• Sarah Elizabeth Damsgaard
• Sarah E Damsgaard