Emily Sanders

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

• 07/2019 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 12/2017 → 07/2019
  St. Thomas Episcopal School
  San Antonio, TX
• 09/2017 → 06/2018
  Substitute Teacher
  San Antonio, TX
• 03/2017 → 01/2018
  Jackson Hewitt
  San Antonio, TX
• 08/2013 → 03/2017
  Unemployed
  San Antonio, TX
• 03/2022 → 09/2025
  Bank Of America, N.A.
  San Antonio, TX
• 09/2025 → Present
  Morgan Stanley Smith Barney Llc
  San Antonio, CA

Previous Registrations

• 2022-01-03 → 2025-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  San Antonio, TX

Other Businesses

(1) 661941 - Fog Nozzle LLC / Investment Related / Twin Falls, ID / Recycled paper bailing / Officer / Start 01-October-2022 / During business hours: 0 / After business hours: 1 / Accounting, Bookkeeping. (2) 661944 - Making Lemons LLC / Investment Related / San Antonio, TX / Holding company for rental property / Officer / 01-January-2024 / During business hours: 0 / After business hours: 1 / Accounting, Bookkeeping. (3) 661939 - Black Hat Collective LLC / Investment Related / San Antonio, TX / Search and Rescue Operations / Officer / Start 01-September-2025 / During business hours: 0 / After business hours: 3 / Accounting, Bookkeeping. (4) 664099 - Lone Star Response Team / Not Investment Related / San Antonio, TX / Civic, Community / Board Member, Finance Committee / Start 30-September-2025 / During business hours: 0 / After business hours: 5 / Accounting, Bookkeeping.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-11

Other Names

• Emily Katrine Olsen
• Olsen Emily Gotth
• Emily K Gottholsen
• Emily Olsen
• Emily Sanders
• Emily Katrine Sanders