MS
MS
Michael Sherrill
41 Years of Experience
Palm Beach, FL
4 DisclosuresBroker
Michael Sherrill is a registered investment advisor at Morgan Stanley, based in Palm Beach, FL, with 41 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
450 Royal Palm Way, 5th Floor, Palm Beach, FL, 33480
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2023Closed-No Action
Customer Dispute
May 2002Denied
Customer Dispute
July 2000Settled
Customer Dispute
February 1998Settled
Other Business Activities
Michael is an author of a privately published book and a board member of The Union Club and MD Sherrill Foundation. He is also the sole proprietor of 330 Tuxedo Lane, LLC, a real estate company, and an employee of CubeMeister, a real estate company.
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. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Wachovia Securities, LLCBroker
July 2003 - March 2009 · 5 yrs 8 mos
Wachovia Securities, LLC
July 2003 - March 2009 · 5 yrs 8 mos
Prudential Securities IncorporatedBroker
October 2000 - July 2003 · 2 yrs 9 mos
Prudential Securities Incorporated
October 2000 - July 2003 · 2 yrs 9 mos
Salomon Smith Barney INC.Broker
July 1993 - October 2000 · 7 yrs 3 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
July 1984 - April 1988 · 3 yrs 9 mos
State Registrations39 states
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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.