ChooseAFinancialAdvisor.com
Advisors / Arizona / Scottsdale
18yrs

Max Sanel

Financial advisor at Morgan Stanley

Max Sanel is a fiduciary financial advisor in Scottsdale, Arizona, with 18 years in the industry. Max joined Morgan Stanley in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.

One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.

Scottsdale, AZ 85254Fiduciary advisor
Call Morgan StanleyDirections

At a glance

Experience18 years (since 2008)
How that compares ?More experience than 61% of advisors in Arizona
Office14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2015 – now
    Morgan StanleyCurrent firm

Questions to ask Max

Tailored to Max’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Max

How do I contact Max?

Call Morgan Stanley at (914) 225-5510 and ask for Max Sanel. Max works from the Scottsdale, AZ office.

How long has Max been a financial advisor?

Max has been in the industry since 2008, about 18 years. More experience than 61% of advisors in Arizona.

What licenses does Max hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Max a fiduciary?

Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Max 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 Max for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Stratos Wealth Partners
47yrs
Thomas Seifert
Financial advisor
6909 E Greenway Parkway Suite 295
Scottsdale, AZ 85254
Top advisor by experience in Arizona
Fiduciary
Call Directions
Stifel, Nicolaus & Company
47yrs
Craig Johnson
Financial advisor
14850 North Scottsdale Road Suite 450
Scottsdale, AZ 85254
Top 1% by experience in Scottsdale
Fiduciary
Call Directions
Morgan Stanley
47yrs
Michael Metts
Financial advisor
14850 North Scottsdale Road Suite 600
Scottsdale, AZ 85254
Top 1% by experience in Scottsdale
Fiduciary
Call Directions
Wells Fargo Advisors
47yrs
Robin Radoff
Financial advisor
18700 N Hayden Rd Suite 525
Scottsdale, AZ 85255
Top 1% by experience in Scottsdale
Fiduciary
Call Directions
UBS Financial Services
47yrs
Robin Allen
Financial advisor
8501 N Scottsdale Road Suite 100
Scottsdale, AZ 85253
Top 1% by experience in Scottsdale
Fiduciary
Call Directions
Asset Wealth Advisors
47yrs
Robert England
Financial advisor
Scottsdale, AZ
Top 1% by experience in Scottsdale
Fiduciary
Call Directions

See all advisors near Scottsdale