Sara Crandall

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

• 08/2015 → 06/2019
  Full Time Student
  Iowa City, IA
• 02/2018 → 06/2019
  University Of Iowa Center For Advancement
  Iowa City, IA
• 05/2017 → 08/2017
  American Farm Bureau
  Eagan, MN
• 06/2018 → 08/2018
  Federal Reserve Bank Of Minneapolis
  Minneapolis, MN
• 05/2019 → 08/2019
  Ideag Group Llc
  Eagan, MN
• 09/2019 → 06/2022
  Bmo Asset Management
  Chicago, IL
• 06/2022 → 06/2025
  Citigroup
  Chicago, IL
• 07/2025 → Present
  Morgan Stanley
  West Des Moines, IA
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2022-09-12 → 2025-06-24
  Citigroup Global Markets Inc.
  Chicago, IL
  New York, NY
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-09-12

Other Names

• Sara Bultsma