Sarah E Connor

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

• 07/2025 → Present
  Morgan Stanley
  New York, NY
• 06/2022 → 08/2022
  Morgan Stanley
  Westlake Village, CA
• 06/2017 → 05/2023
  Wai & Connor Llp
  Westlake Village, CA
• 06/2024 → 08/2024
  Morgan Stanley
  New York, NY
• 08/2017 → 08/2021
  Thousand Oaks High School
  Thousand Oaks, CA
• 08/2021 → 05/2025
  Indiana University
  Bloomington, IN
• 08/2014 → 08/2017
  Colina Middle School
  Westlake Village, CA
• 05/2025 → 06/2025
  N/A
  Westlake Village, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-04