SW
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Sharon Wierzba

25 Years of Experience
Deerfield, IL
Broker

Sharon Wierzba is a registered investment advisor at Morgan Stanley, based in Deerfield, IL, with 25 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

111 South Pfingsten Road, Suite 200, Deerfield, IL, 60015

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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.

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Other Business Activities

Sharon participates in market research studies through Curion, starting in March 2019. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
August 2018 - Present · 7 yrs 9 mos
Morgan Stanley
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
David A. Noyes & CompanyBroker
October 2016 - August 2018 · 1 yr 10 mos
Noyes Advisors LLC
October 2016 - August 2018 · 1 yr 10 mos
Hightower Advisors, LLC
April 2012 - October 2016 · 4 yrs 6 mos
Hightower Securities, LLCBroker
April 2012 - October 2016 · 4 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Citigroup Global Markets INC.
April 2006 - June 2009 · 3 yrs 2 mos
Citigroup Global Markets INC.Broker
December 2000 - June 2009 · 8 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sharon Wierzba - Financial Advisor | TrueAdvisor