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Sarah E Buonocore

Morgan Stanley

Newtown Square, PA

CRD 5048605

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-04-13
PA RA APPROVED 2011-03-25
  • TX RA
    APPROVED_RES
    Since 2011-04-13
  • PA RA
    APPROVED
    Since 2011-03-25

Branch Locations

3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Newtown Square PA 03/2011 Present
  • 03/2011 → Present
    Morgan Stanley Smith Barney
    Newtown Square, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-25
  • S66 Uniform Combined State Law Examination
    2007-04-25
Other Names
  • Sarah Elisabeth Buonocore

View on SEC IAPD

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