Shari Barker is a registered investment advisor at Morgan Stanley, based in Williamsburg, VA, with 8 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
437 West Duke of Gloucester Street, Williamsburg, VA, 23185
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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 →Employment History
Current Registrations
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Osaic Wealth, INC.
July 2024 - August 2024 · 1 mo
Osaic Wealth, INC.Broker
June 2024 - August 2024 · 2 mos
Securities America, INC.Broker
September 2022 - June 2024 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
March 1989 - May 1992 · 3 yrs 2 mos
Juran & Moody, INC.Broker
September 1987 - October 1988 · 1 yr 1 mo
Waddell & Reed, INC.Broker
August 1985 - March 1986 · 7 mos
State Registrations41 states
AKALARAZCACOCTDCDEFLGAHIIDILLAMAMDMEMIMNNCNHNJNMNVNYOHORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.