Stephanie E Sarkisian

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

• 06/2021 → 06/2025
  Morgan Stanley
  Chapel Hill, NC
• 12/2019 → 04/2021
  Covr Financial Technologies
  Colorado Springs, CO
• 05/2019 → 12/2019
  Sas Retail Services
  Colorado Springs, CO
• 01/2019 → 03/2019
  Chili's Bar And Grill
  Chicago, IL
• 05/2018 → 10/2018
  A Cup Of Cherries
  South Lake Tahoe, CA
• 01/2018 → 04/2018
  Alta's Rustler Lodge
  Alta, UT
• 09/2017 → 01/2018
  Junior's Italian
  Colchester, VT
• 10/2016 → 09/2017
  Applebee's
  Burlington, VT
• 04/2019 → 04/2019
  Express
  Castle Rock, CO
• 10/2019 → 01/2020
  Z Golf Food & Beverage Services
  Colorado Springs, CO
• 05/2018 → 07/2018
  Chart House Stateline
  Stateline, NV
• 05/2021 → 05/2021
  Unemployed
  Burlington, VT
• 07/2025 → 11/2025
  J.P. Morgan Securities Llc
  Raleigh, NC
• 07/2025 → 11/2025
  Jpmorgan Chase Bank, N.A.
  Raleigh, NC
• 09/2016 → 09/2016
  Unemployed
  Essex, VT
• 11/2018 → 12/2018
  Unemployed
  Chicago, IL
• 04/2026 → Present
  Morgan Stanley
  Raleigh, NC
• 01/2026 → 04/2026
  First Watch
  Cary, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-30
• S63 Uniform Securities Agent State Law Examination
  2025-08-18

Other Names

• Stephanie E Sarkisian
• Stephanie Sarkisian