Sarah H Mcgrane

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

• 09/2013 → 06/2017
  Raymond James & Associates
  Dallas, TX
• 06/2017 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 12/2016 → 03/2017
  Sur La Table
  Dallas, TX
• 07/2021 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2017-06-19 → 2021-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  New York, NY
• 2013-10-21 → 2017-06-13
  Raymond James & Associates, Inc.
  Dallas, TX
• 2012-06-25 → 2013-05-29
  Chapwood Capital Investment Management, Llc
  Plano, TX
• 2007-05-24 → 2012-04-26
  J.P. Morgan Securities Llc
  Dallas, TX
• 2006-09-07 → 2007-05-18
  Credit Suisse Securities (Usa) Llc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2006-08-28
• S63 Uniform Securities Agent State Law Examination
  1994-10-17

Other Names

• Sarah Christene Heatley
• Sarah Christene Mcgrane
• Sarah Heatley Mcgrane
• Sarah Mcgrane