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Sharon Cunningham

35 Years of Experience
New York, NY
Broker

Sharon Cunningham is a registered investment advisor at Morgan Stanley, based in New York, NY, 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

55 East 52nd Street, 7th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sharon is an author for Sweet Pea Publishing, writing children's books that explain finances to pre-kindergarteners. She spends about 10-20% of her time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
May 1993 - July 1993 · 2 mos
American Express Financial Advisors INC.Broker
October 1990 - March 1993 · 2 yrs 5 mos
Ids Life Insurance CompanyBroker
October 1990 - March 1993 · 2 yrs 5 mos
State Registrations34 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.
Sharon Cunningham - Financial Advisor | TrueAdvisor