Sarah Madison Smith

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

• 08/2016 → 05/2017
  Texas Christian University
  Fort Worth, TX
• 06/2017 → 08/2017
  Boise State University
  Boise, ID
• 08/2017 → 05/2019
  Texas Christian University
  Fort Worth, TX
• 10/2017 → 04/2020
  Texas Christian University
  Fort Worth, TX
• 05/2018 → 08/2018
  Kendra Scott
  Bellevue, WA
• 06/2019 → 08/2019
  Fidelity Investments
  Westlake, TX
• 06/2020 → 04/2024
  Fidelity Investments
  Westlake, TX
• 05/2024 → Present
  Morgan Stanley
  Seattle, WA
• 05/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-01-11 → 2024-05-01
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-01-07

Other Names

• Sarah Madison Smith
• Sarah Smith