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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

SARAH ELIZABETH DAMSGAARD

Advisor at MORGAN STANLEY

Mequon, WI | Chicago, IL

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Search this name across graphsid dfx:ria:fcfe7a66-bc87-d83c-450e-943a32560df4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 20, 2010 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: Dec 16, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Dec 16, 2010
First registration: Dec 20, 2010
Dual registered: yes, broker-dealer
Other names: N/A N/A N/A|SARAH E HABITZ|SARAH E. HABITZ|SARAH HABITZ DAMSGAARD|SARAH ELIZABETH DAMSGAARD|Sarah E Damsgaard
IAPD individual key: 4881329

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	Jul 17, 2023	n/a	yes	Mequon, WI\|Chicago, IL	Current employment
THE INVICTUS COLLECTIVE, LLC	Independent wealth	May 21, 2021	Jul 18, 2023	no	PARK RIDGE, IL\|Mequon, WI	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 17, 2015	May 27, 2021	no	CHICAGO, IL	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Aug 4, 2014	Dec 16, 2015	no	CHICAGO, IL	Previous registration
REINHART PARTNERS, LLC	Other adviser	Dec 20, 2010	Jul 21, 2014	no	MEQUON, WI	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
THE INVICTUS COLLECTIVE, LLC	MORGAN STANLEY	Jul 18, 2023	Jul 17, 2023	-1	Firm change	RIA to wirehouse
J.P. MORGAN SECURITIES LLC	THE INVICTUS COLLECTIVE, LLC	May 27, 2021	May 21, 2021	-6	Firm change	Wirehouse to new firm
CREDIT SUISSE SECURITIES (USA) LLC	J.P. MORGAN SECURITIES LLC	Dec 16, 2015	Nov 17, 2015	-29	Firm change	Other
REINHART PARTNERS, LLC	CREDIT SUISSE SECURITIES (USA) LLC	Jul 21, 2014	Aug 4, 2014	14	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
79:310744:IL:2021-05-27	May 27, 2021	May 21, 2021	CHICAGO, IL	Firm change

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Jul 17, 2023 to presentfactForm ADV
→ THE INVICTUS COLLECTIVE, LLCRegistered adviserregistration: previous registration
May 21, 2021 to Jul 18, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 17, 2015 to May 27, 2021factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Aug 4, 2014 to Dec 16, 2015factForm ADV
→ REINHART PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 20, 2010 to Jul 21, 2014factForm ADV

Dated events

Occurred
Jul 18, 2023
Advisor changed firm
Sarah Elizabeth Damsgaard left The Invictus Collective, Llc for Morgan Stanley (registered 2023-07-17)
Form ADVobserved 5 days ago