Valerie Y Sanchez

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

• 07/2012 → 10/2019
  Guardian Life Insurance Company
  New York, NY
• 02/2014 → 10/2019
  Divine Capital Markets Llc
  New York, NY
• 10/2019 → 03/2020
  Empire Asset Management Company, Llc
  New York, NY
• 03/2020 → 05/2021
  Essex Securities, Llc
  Mansfield, MA
• 03/2021 → 05/2023
  Divine Asset Management Llc
  Hillside, NJ
• 06/2023 → Present
  Morgan Stanley
  Paramus, NJ

Previous Registrations

• 2021-03-16 → 2023-06-01
  Divine Asset Management Llc
  Lake Hill, NY
• 2021-01-22 → 2021-06-01
  Sb Advisory, Llc
  Hillside, NJ
  Atlanta, GA
• 2020-03-17 → 2020-12-31
  Sb Advisory, Llc
  New York, NY
• 2016-05-04 → 2019-12-31
  Divine Asset Management Llc
  Lake Hill, NY

Other Businesses

1) *556802 - Decor & DIY by VY ; Investment related - Yes ; Hillside, New Jersey ; Furniture Painting & Decor ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2020 ; During business hours : 0 ; After business hours : 15 ; Labor/Service:Sales/Marketing 2) *556797 - Killah Beauty Bar ; Investment related - No; Jersey City, New Jersey ; Hair & Beauty Salon ; Contractor(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2021 ; During business hours : 0 ; After business hours : 10 ; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2016-05-03
• S63 Uniform Securities Agent State Law Examination
  1997-08-19

Other Names

• Valerie Yvette Mendez
• Valerie Yvette Sanchez