Sherri Kirchhoff is a registered investment advisor at Morgan Stanley, based in Charleston, SC, with 31 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
850 Morrison Drive, Suite 800, Charleston, SC, 29403
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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
March 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
June 2017 - September 2021 · 4 yrs 3 mos
Kestra Investment Services, LLCBroker
October 2016 - March 2017 · 5 mos
RBC Capital Markets, LLCBroker
March 2002 - February 2016 · 13 yrs 11 mos
Tucker Anthony IncorporatedBroker
September 1999 - March 2002 · 2 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
December 1998 - August 1999 · 8 mos
Wheat, First Securities, INC.Broker
May 1993 - December 1998 · 5 yrs 7 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.