Sheri Lesh is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 24 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
1775 I Street, North West, Suite 200, Washington, DC, 20006
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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 →Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
March 2008 - April 2016 · 8 yrs 1 mo
Wells Fargo Advisors, LLCBroker
March 2008 - April 2016 · 8 yrs 1 mo
Ferris, Baker Watts Incorporated
July 2004 - March 2008 · 3 yrs 8 mos
Ferris, Baker Watts IncorporatedBroker
October 2003 - March 2008 · 4 yrs 5 mos
UBS Financial Services INC.Broker
November 2001 - November 2003 · 2 yrs
State Registrations32 states
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Exams
No exam information available for this advisor.