SP
SP

Sharon Perdue

26 Years of Experience
Salisbury, MD
Broker

Sharon Perdue is a registered investment advisor at Morgan Stanley, based in Salisbury, MD, 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

150 West Market Street, Suite 301, Salisbury, MD, 21801

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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 involved with a trust in Salisbury, Maryland since 1997, spending minimal time outside of business hours on it. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 6 mos
Morgan StanleyBroker
April 2021 - Present · 5 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2019 - March 2021 · 1 yr 7 mos
Morgan StanleyBroker
June 2009 - May 2019 · 9 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2001 - April 2007 · 6 yrs 1 mo
Allfirst Brokerage CorporationBroker
July 1999 - March 2001 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.