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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

Sarai Anderson

Advisor at MORGAN STANLEY

Santa Barbara, CA | San Francisco, CA

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Search this name across graphsid dfx:ria:f0ee4f2a-a9df-de23-b35b-a80bcb7d9455

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 31, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 28, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 28, 2012
First registration: Aug 31, 2012
Dual registered: yes, broker-dealer
Other names: SARAI VICTORIANA TENERELLI|Sarai Victoriana Anderson
IAPD individual key: 6091903

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Jun 7, 2024	n/a	yes	Santa Barbara, CA\|San Francisco, CA	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 24, 2020	Jun 8, 2024	no	Westlake Village, CA\|Santa Barbara, CA\|Westlake Village, CA	Previous registration
CREATIVEONE WEALTH, LLC	Independent wealth	Oct 26, 2020	Nov 19, 2020	no	Santa Barbara, CA\|OVERLAND PARK, KS\|Montecito, CA	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Sep 4, 2019	Nov 6, 2020	no	SANTA BARBARA, CA\|Montecito, CA	Previous registration
EDWARD JONES	National bd RIA	Aug 31, 2012	Mar 7, 2019	no	Maryland Heights, MO\|SANTA BARBARA, CA\|SANTA BARBARA, CA\|Maryland Heights, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	MORGAN STANLEY	Jun 8, 2024	Jun 7, 2024	-1	Firm change	Wirehouse to wirehouse
CREATIVEONE WEALTH, LLC	J.P. MORGAN SECURITIES LLC	Nov 19, 2020	Nov 24, 2020	5	Firm change	RIA to wirehouse
PARTNERVEST ADVISORY SERVICES LLC	CREATIVEONE WEALTH, LLC	Nov 6, 2020	Oct 26, 2020	-11	Bulk transfer	RIA to RIA
EDWARD JONES	PARTNERVEST ADVISORY SERVICES LLC	Mar 7, 2019	Sep 4, 2019	181	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
79:149777:CA:2024-06-08	Jun 8, 2024	Jun 7, 2024	WESTLAKE VILLAGE, CA	Firm change

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jun 7, 2024 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 24, 2020 to Jun 8, 2024factForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Oct 26, 2020 to Nov 19, 2020factForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Sep 4, 2019 to Nov 6, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Aug 31, 2012 to Mar 7, 2019factForm ADV

Dated events

Occurred
Jun 8, 2024
Advisor changed firm
Sarai Anderson left J.P. Morgan Securities Llc for Morgan Stanley (registered 2024-06-07)
Form ADVobserved 4 days ago