SP
SP

Sharon Peoples

18 Years of Experience
Orland Park, IL
Broker

Sharon Peoples is a registered investment advisor at Morgan Stanley, based in Orland Park, IL, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

15341 South 94th Avenue, Suite 200, Orland Park, IL, 60462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
June 2007 - June 2009 · 2 yrs
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sharon Peoples - Financial Advisor | TrueAdvisor