SG
SG

Sheila Garber

20 Years of Experience
Kingsport, TN
Broker

Sheila Garber is a registered investment advisor at Morgan Stanley, based in Kingsport, TN, with 20 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

8 Sheridan Square, Suite 300, Kingsport, TN, 37660

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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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Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
UBS Financial Services INC.
April 2006 - April 2009 · 3 yrs
UBS Financial Services INC.Broker
August 2005 - April 2009 · 3 yrs 8 mos
State Registrations35 states
ALARAZCACOCTDCFLGAILINKYLAMAMDMIMTNCNENHNJNMNVNYOHOKORPASCSDTNTXVAWAWY
AdvisorBrokerBoth

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