Yadira Sanchez
Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Yadira Sanchez? 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
12 years in the industry.
- Morgan StanleyJun 2021 to now
- Morgan Stanley Private Bank, N.A.Feb 2020 to now
- Morgan Stanley Smith Barney LLCFeb 2020 to now
- Leumi Investment Services Inc.Nov 2019 to Feb 2020
- Bank Leumi USASep 2019 to Feb 2020
- HomemakerJan 2018 to Aug 2019
- Credit Suisse Securities (USA) LLCDec 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6425917
- Firm CRD
- 149777