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Sheri Davidson is a registered investment advisor at Morgan Stanley, based in Sahuarita, AZ, with 29 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
Sahuarita, AZ
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2006Settled
Employment History
Current Registrations
Morgan Stanley
November 2021 - Present · 4 yrs 8 mos
Morgan Stanley
March 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 4 mos
Previous Registrations
Insight Securities, INC.Broker
April 2012 - December 2013 · 1 yr 8 mos
Morgan Stanley & CO. Incorporated
January 2008 - June 2008 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2008 · 5 mos
UBS Financial Services INC.
July 1997 - May 2006 · 8 yrs 10 mos
UBS Financial Services INC.Broker
January 1995 - May 2006 · 11 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1991 - January 1995 · 3 yrs 8 mos
State Registrations41 states
AKALARAZCACOCTFLGAHIIDILINKSKYMAMDMEMIMTNCNDNENJNMNVNYOHOKORPASCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.