Sandra Patricia Anderson

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 → 09/2023
  Ubs Financial Services Inc.
  Boca Raton, FL
• 09/2023 → Present
  Morgan Stanley Smith Barney Llc
  Coral Springs, FL

Previous Registrations

• 2013-09-13 → 2023-09-19
  Ubs Financial Services Inc.
  Boca Raton, FL
• 2009-06-01 → 2013-09-16
  Morgan Stanley
  Coral Springs, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Coral Springs, FL
  Boca Raton, FL
• 1995-06-09 → 2007-04-02
  Morgan Stanley Dw Inc.
  Boca Raton, FL
  Coral Springs, FL
  Coral Springs, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-03-19

Other Names

• Sandra Patricia Sarmiento