Sandy E Toochin

CRD 2188343 · Morgan Stanley · Norwell, MA

IA RegisteredBroker

Also appears in the source record as: Sandy E Joochin; Sandy Efim Toochin

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 7
Registered states (24): Arizona · California · Colorado · Connecticut · Delaware · Florida · Illinois · Maine · Maryland · Massachusetts · Michigan · Missouri · Montana · New Hampshire · New Jersey · New York · North Carolina · Oregon · Pennsylvania · Rhode Island · South Carolina · Texas · Vermont · Virginia
Years in the industry (source record): 35
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2188343 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (3)

From the source registration record · current first

Morgan StanleyCurrent
Norwell, MA · IA capacity

Nov 16, 2012 → present
Citigroup Global Markets Inc.
BD capacity

Jul 2, 2001 → Jun 1, 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Dec 10, 1991 → Jul 11, 2001

Source & corrections

Where this page comes from

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