Sarah C Thompson

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

• 03/2022 → Present
  Morgan Stanley
  Hartford, CT
• 07/2021 → 03/2022
  Home
  West Hartford, CT
• 07/2018 → 07/2021
  The Advent School
  Boston, MA
• 05/2015 → 07/2018
  Cheshire Academy
  Cheshire, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-10-10

Other Names

• Sarah Catherine Thompson-Kablik