Morgan Stanley
47yrs
Top advisor by experience in New York
43yrs
Sandra Stein
Financial advisor at Morgan Stanley
Sandra Stein has worked in the financial industry for 43 years and is a financial advisor based in New York, New York. Sandra joined Morgan Stanley in 2020, 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.
At a glance
Experience43 years (since 1984)
How that compares ?Top 2% by experience in New York
Office399 Park Avenue 12th Floor, New York, NY 10022
FirmMorgan Stanley
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
Career
- 2020 – nowMorgan StanleyCurrent firm
Contact Sandra
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Sandra. 399 Park Avenue 12th FloorNew York, NY 10022Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Sandra
Tailored to Sandra’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 Sandra
How do I contact Sandra?
Call Morgan Stanley at (914) 225-5510 and ask for Sandra Stein. Sandra works from the New York, NY office.
How long has Sandra been a financial advisor?
Sandra has been in the industry since 1984, about 43 years. Top 2% by experience in New York.
What licenses does Sandra hold?
Series 63. Tap any license on this page to see what it allows.
Is Sandra a fiduciary?
Sandra is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Sandra 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 Sandra 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.
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