Infinity Financial Services Advisory
47yrs
Top advisor by experience in Oakland
39yrs
Mark Richard Sanchez
Financial advisor at Morgan Stanley
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience in Oakland
Office1999 Harrison Street Suite 2200, Oakland, CA 94612
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 1998 – 2007Morgan Stanley DW Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Morgan Stanley at 914-225-5510 and ask for Mark Richard Sanchez. Mark works from the Oakland, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1987, about 39 years. Top 4% by experience in Oakland.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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