SW
SW
Sharon Washburn is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 36 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
5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244
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Regulatory History (1)
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Customer Dispute
June 1992Settled
Other Business Activities
Sharon serves on the advisory board for the University of Texas Financial Literacy Board since 2015, focusing on business development and growth. This activity requires minimal time.
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.
August 1993 - June 2009 · 15 yrs 10 mos
Citigroup Global Markets INC.Broker
August 1993 - June 2009 · 15 yrs 10 mos
Lehman Brothers INC.Broker
July 1993 - August 1993 · 1 mo
Painewebber IncorporatedBroker
April 1989 - July 1993 · 4 yrs 3 mos
Jmb Securities CorporationBroker
December 1988 - January 1989 · 1 mo
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.