Next-Gen + Best-in-State · rank 140 · New York, New York · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Currently employed by and registered with the following Firm(s): MORGAN STANLEY 55 East 52nd Street 10th Floor New York, NY 10055 CRD# 149777 Registered with this firm since: 05/26/2016” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “MORGAN STANLEY 55 East 52nd Street 10th Floor New York, NY 10055 CRD# 149777” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Currently employed by and registered with the following Firm(s): MORGAN STANLEY ... CRD# 149777” — sec_finra_regulatory
- Team name — The Sack Group (high)
- “Sam Sack has been providing bespoke business and estate planning, steadfast investment guidance, and exceptional white glove service to clients of The Sack Group at Morgan Stanley since 2015.” — firm_official
- Team size — 5 (medium)
- “Bruce Kennedy, Dawn M. Mazzey, Sam Sack, David L. Sack, and Elle Watanabe” — firm_official
- CRD — 5538646 (high)
- “BrokerCheck Report JOHN SAMUEL SACK CRD# 5538646” — sec_finra_regulatory
- Years experience — 11 (high)
- “MORGAN STANLEY 55 East 52nd Street 10th Floor New York, NY 10055 CRD# 149777 Registered with this firm since: 02/04/2016” — sec_finra_regulatory
- Designations — CFP, other:CRPC, other:CRPS, other:QPFC (medium)
- “CFP® (2022) CRPC® (2022) CRPS® (2022) QPFC® (2022)” — forbes_shook
Book of business
- Team AUM ($M) — 986 (high)
- “"Asset Date":"6/30/2025","Team Assets (Custodied)":"$986M"” — forbes_shook
- Account minimum ($M) — 0 (high)
- “"Minimum account size for new business":"$0"” — forbes_shook
- Typical client net worth ($M) — 10 (medium)
- “"Typical Net Worth of Relationships":"$50K-10M"” — forbes_shook
- Client niche — emerging-affluent and business-owner families building multigenerational legacies (medium)
- “He collaborates with his diverse set of clientele to help transform emerging affluence and complex financial scenarios into steadily growing, multi-generational legacies.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Currently employed by and registered with the following Firm(s): IA MORGAN STANLEY ... B MORGAN STANLEY” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-sack-group (high)
- “The Sack Group | New York, NY | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — Sam Sack has been providing bespoke business and estate planning, steadfast investment guidance, and exceptional white glove service to clients of The Sack Group at Morgan Stanley since 2015. He collaborates with his diverse set of clientele to help transform emerging affluence and complex financial scenarios into steadily growing, multi-generational legacies. (medium)
- “Sam Sack has been providing bespoke business and estate planning, steadfast investment guidance, and exceptional white glove service to clients of The Sack Group at Morgan Stanley since 2015. He collaborates with his div” — firm_official
- Differentiators — bespoke business and estate planning, exceptional white glove service, transforms emerging affluence into multi-generational legacies, institutional trading background (Tudor Investment Corp), multi-generational family team practice (medium)
- “Prior to his role at The Sack Group, he oversaw risk reporting and settlement of global equity, fixed income, and OTC derivative trades at Tudor Investment Corp.” — firm_official
- “Sam Sack has been providing bespoke business and estate planning, steadfast investment guidance, and exceptional white glove service to clients of The Sack Group at Morgan Stanley since 2015.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — no (low)
- “The Sack Group - Morgan Stanley offers financial consulting and investment services as part of Morgan Stanley's financial services.” — firm_official
- Books published — 0 (low)
- “Sam Sack has been providing bespoke business and estate planning, steadfast investment guidance, and exceptional white glove service to clients of The Sack Group at Morgan Stanley since 2015.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Morgan Stanley Master's Club (2024), Forbes Best-In-State Wealth Advisors (2025), Forbes Best-In-State Wealth Management Teams (2025, 2026) (medium)
- “2024 Master's Club” — forbes_shook
- “Sam Sack is on Forbes' 2026 Team Member - Best-In-State Wealth Management Teams list.” — firm_official
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search