SG
SG

Sharon Grove

37 Years of Experience
Allentown, PA
Broker

Sharon Grove is a registered investment advisor at Morgan Stanley, based in Allentown, PA, with 37 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
Loading...

Location

515 West Hamilton Street, 7th Floor, Allentown, PA, 18101

Get directions

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.

Learn about disclosures →
Other Business Activities

Sharon is the Community Affairs Chair for the Philadelphia Eagles Cheerleaders Alumni. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
October 2008 - June 2009 · 8 mos
Morgan Stanley & CO. Incorporated
October 2008 - June 2009 · 8 mos
UBS Financial Services INC.
April 2007 - October 2008 · 1 yr 6 mos
UBS Financial Services INC.Broker
October 2005 - October 2008 · 3 yrs
Investors Capital CORP.Broker
October 2004 - April 2005 · 6 mos
First Montauk Securities CORP.Broker
June 2002 - August 2004 · 2 yrs 2 mos
Fahnestock & CO. INC.Broker
March 2000 - June 2002 · 2 yrs 3 mos
Gruntal & CO., L.L.C.Broker
January 1995 - March 2000 · 5 yrs 2 mos
Peacock, Hislop, Staley & Given, INC.Broker
December 1990 - February 1993 · 2 yrs 2 mos
Kemper Securities Group, INC.Broker
September 1990 - November 1990 · 2 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
June 1989 - September 1990 · 1 yr 3 mos
Drexel Burnham Lambert IncorporatedBroker
July 1985 - June 1989 · 3 yrs 11 mos
State Registrations29 states
AZCACODCDEFLGAILKSMAMDMEMIMSNCNHNJNMNVNYOHORPARISCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.