Sana Itayem
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Sana Itayem? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Morgan StanleyJan 2026 to now
- Morgan Stanley Private Bank, N.AJan 2026 to now
- Morgan Stanley Smith Barney LLCJan 2026 to now
- 5diamond EventsFeb 2024 to now
- J.P. Morgan Chase Bank, N.A.May 2022 to Jan 2026
- J.P. Morgan Securities LLCMay 2022 to Jan 2026
- Suntrust Advisory ServicesAug 2016 to May 2022
- Suntrust BankOct 2012 to May 2022
- Suntrust Investment Services, Inc.Oct 2012 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4623992
- Firm CRD
- 149777