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Sharon Dykhouse

35 Years of Experience
Grand Rapids, MI
1 DisclosureBroker

Sharon Dykhouse is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, with 35 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

5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546

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History

Regulatory History (1)
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
December 2000
Settled
Other Business Activities

Sharon is on the CSI Investment Committee, monitoring outside investment managers. This takes a few hours per week during business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
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
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - March 2009 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - March 2009 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1990 - December 1999 · 9 yrs 8 mos
State Registrations14 states
AZCAFLGAIAILMEMINCNYOHTNTXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sharon Dykhouse - Financial Advisor | TrueAdvisor