SP
SP

Sherry Perchik

20 Years of Experience
Atlanta, GA
Broker

Sherry Perchik is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 20 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
Loading...

Location

3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305

Get directions

History

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 →
Other Business Activities

Sherry serves as a power of attorney for two clients and is involved with Camvid LLC, a real estate business, dedicating minimal time to administrative tasks outside of business hours. These activities are investment-related.

Employment History
Current Registrations
Morgan Stanley
March 2015 - Present · 11 yrs 2 mos
Morgan StanleyBroker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
February 2010 - February 2015 · 5 yrs
First Chicago Capital Markets, INC.Broker
January 1993 - August 1997 · 4 yrs 7 mos
State Registrations16 states
ALCACOCTDCFLGAIDILINKYLAMANYTNTX
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.