SW
SW

Sharon Wilson

4 Years of Experience
Irvine, CA
Broker

Sharon Wilson is a registered investment advisor at Morgan Stanley, based in Irvine, CA, with 4 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

1901 Main Street, Suite 700, Irvine, CA, 92614

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

Sharon works as a driver for Uber and Lyft in San Francisco, dedicating about a quarter of her time to each outside of business hours. She also works for IATSE Local 80 in Burbank, California, spending about 10% of her time on labor/service after business hours.

Employment History
Current Registrations
Morgan Stanley
December 2023 - Present · 2 yrs 5 mos
Morgan StanleyBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Tradestation Securities, INC.Broker
August 2022 - October 2023 · 1 yr 2 mos
Calamos Financial Services, INC.Broker
June 2001 - July 2002 · 1 yr 1 mo
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWY
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.