Sasha A Lobo

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

• 08/2023 → Present
  Morgan Stanley
  Sugar Land, TX
• 07/2018 → 01/2020
  Segnik Health Care
  Sugar Land, TX
• 03/2020 → 07/2020
  Oklahoma Employment Security Commission
  Sugar Land, TX
• 08/2019 → 05/2023
  Texas A&M University - College Station
  College Station, TX
• 10/2022 → 02/2023
  Lulu Lemon
  College Station, TX
• 04/2022 → 01/2023
  Aji Sushi
  College Station, TX
• 11/2020 → 05/2021
  David's Bridal
  College Station, TX
• 09/2015 → 06/2019
  William P. Clements High School
  Sugar Land, TX
• 08/2019 → 05/2023
  Texas A&M University - Main Campus
  College Station, TX
• 10/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-10-03

Other Names

• Sasha Aviva Lobo