SV
SV

Sheila Volrath

26 Years of Experience
Davenport, IA
Broker

Sheila Volrath is a registered investment advisor at Morgan Stanley, based in Davenport, IA, with 26 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

4300 East 53rd Street, Suite 300, Davenport, IA, 52807

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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

Sheila is the chairperson of the Rotary Club of North Scott Education Foundation, investing assets for scholarships, and a board member for the Free Enterprise Foundation. She is also involved with GSV River Rentals LLC, Buffalo Chips LLC, and the Figge Art Museum Finance Committee.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Edward Jones
May 2007 - November 2007 · 6 mos
Edward JonesBroker
April 1999 - November 2007 · 8 yrs 7 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sheila Volrath - Financial Advisor | TrueAdvisor