Sarah Beane Ricca

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

• 10/2009 → Present
  Morgan Stanley Smith Barney
  Paramus, NJ
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1. *423055 -Trust; Investment related Yes; Southampton, New York; Trustee; 01/2021; During business hours: 0; After business hours: 1. 2. *423061 - Beane Investments Inc; Investment related - Yes; Southampton, New York; Investment/Finance/Banking; Officer, Partner, Investor (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 1. 3. *443885 - Three Beanes LLC; Investment related - Yes; Ho Ho Kus, New Jersey; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 1.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-30

Other Names

• Sarah Elizabeth Beane