Sandrea Brooks

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

• 01/2020 → 10/2025
  Ubs Financial Services
  Weehawken, NJ
• 04/2019 → 12/2019
  Brookfield Asset Management
  Chicago, IL
• 10/2017 → 04/2019
  Ss&C Technologies
  Chicago, IL
• 09/2015 → 10/2017
  Hollis Cobb Associate
  Des Plaines, IL
• 10/2025 → Present
  Morgan Stanley Smith Barney Llc
  Purchase, NY

Previous Registrations

• 2022-12-22 → 2025-10-14
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
  Purchase, NY
  Rochelle, NY

Other Businesses

*663504 - US-Africa Children's Fellowship; Investment related: No; Brooklyn, New York; Hardship Assistance; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 15; Marketing:Administrative

Exams

• S66 Uniform Combined State Law Examination
  2022-12-17

Other Names

• Sandrea Samantha Brooks