Sandra Davison Fletcher

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

• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2012 → Present
  Morgan Stanley
  Green Bay, WI

Previous Registrations

• 1999-04-16 → 2010-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Madison, WI

Other Businesses

1.Rental Property; Investment related: Yes; Green Bay, WI; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2018; During business hours: 0; After business hours: 0; joint name with husband on the property otherwise my husband will oversee all activities in the management of the unit

Exams

• S66 Uniform Combined State Law Examination
  1999-04-23

Other Names

• Sandra D Fletcher