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Saachi Samdani

Morgan Stanley

Purchase, NY

CRD 7891045

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-10
  • NY RA
    APPROVED
    Since 2026-08-10

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Purchase NY 07/2026 Present
University Of Maryland, College Park College Park MD 08/2022 05/2026
Hightstown High School Hightstown NJ 09/2018 06/2022
Morgan Stanley New York NY 06/2024 08/2024
Melvin H. Kreps Middle School East Windsor NJ 09/2015 06/2018
The Nassau Wealth Management Group Princeton NJ 07/2023 08/2023
  • 07/2026 → Present
    Morgan Stanley
    Purchase, NY
  • 08/2022 → 05/2026
    University Of Maryland, College Park
    College Park, MD
  • 09/2018 → 06/2022
    Hightstown High School
    Hightstown, NJ
  • 06/2024 → 08/2024
    Morgan Stanley
    New York, NY
  • 09/2015 → 06/2018
    Melvin H. Kreps Middle School
    East Windsor, NJ
  • 07/2023 → 08/2023
    The Nassau Wealth Management Group
    Princeton, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-10
S63 Uniform Securities Agent State Law Examination 2026-07-28
  • S65 Uniform Investment Adviser Law Examination
    2026-08-10
  • S63 Uniform Securities Agent State Law Examination
    2026-07-28

View on SEC IAPD

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