Sandy Hausz Wilcox

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

• 06/2009 → Present
  Morgan Stanley
  Indianapolis, IN
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Indianapolis, IN
• 1998-12-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1.*43742 - Our Sacred Connections, Investment related - No; Business / Company; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2010; During business hours: 0; After business hours: 0; Selling crystals one weekend a month. 2. *150147 - Venture Club of Indiana; Investment related: No; Indianapolis, Indiana; Promotes Start up business in the venture capital community; Other Committee, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 01/2013; During business hours: 4; After business hours: 4; Business Development/Growth 4. *564372- H2THIN Member Referral Program; Investment related -No; Grapevine, Texas; Metabolic Reset/Weight loss; referral affiliate (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 1; After business hours: 0; Referrals

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-06-01