Sarah H Mcgrane

CRD 2244674 · Morgan Stanley · Dallas, TX

IA RegisteredBroker

Also appears in the source record as: Sarah Christene Heatley; Sarah Christene Mcgrane; Sarah Heatley Mcgrane; Sarah Mcgrane

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (49): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2244674 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 (15)

From the source registration record · current first

Morgan StanleyCurrent
Dallas, TX · IA capacity

Aug 26, 2021 → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Jun 19, 2017 → Jul 27, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Jun 19, 2017 → Jul 27, 2021
Raymond James & Associates, Inc.
IA capacity

Oct 21, 2013 → Jun 13, 2017
Raymond James & Associates, Inc.
BD capacity

Oct 18, 2013 → Jun 13, 2017
Chapwood Capital Investment Management, LLC
IA capacity

Jun 25, 2012 → May 29, 2013
J.P. Morgan Securities LLC
BD capacity

May 24, 2007 → Apr 26, 2012
J.P. Morgan Securities LLC
IA capacity

May 24, 2007 → Apr 26, 2012
Credit Suisse Securities (USA) LLC
IA capacity

Sep 7, 2006 → May 18, 2007
Credit Suisse Securities (USA) LLC
BD capacity

Jun 23, 2006 → May 18, 2007
Bear, Stearns & Co. Inc.
BD capacity

Oct 13, 2005 → Jun 20, 2006
Foreside Fund Services, LLC
BD capacity

Jan 3, 2005 → Jul 15, 2005
Sws Financial Services
BD capacity

Dec 2, 1997 → Dec 31, 2004
Bancamerica Securities, Inc.
BD capacity

Mar 13, 1997 → Oct 1, 1997
Lehman Brothers Inc.
BD capacity

Mar 19, 1993 → Dec 22, 1995

Source & corrections

Where this page comes from

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