Morgan Stanley
46yrs
Top advisor by experience in Long Beach
29yrs
Sandy Lee Devich
Financial advisor at Morgan Stanley
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office3840 Kilroy Airport Way Suite 400, Long Beach, CA 90806
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 Investment Adviser Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- Sep 2007 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1997 – 2007Citigroup Global Markets Inc.Previously
Questions to ask Sandy
Tailored to Sandy’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 Sandy
How do I contact Sandy?
Call Morgan Stanley at 914-225-5510 and ask for Sandy Lee Devich. Sandy works from the Long Beach, CA office.
How long has Sandy been a financial advisor?
Sandy has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Sandy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sandy a fiduciary?
Sandy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sandy 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 Sandy 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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