Sheri Stamm is a registered investment advisor at Morgan Stanley, based in York, PA, with 19 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
221 West Philadelphia Street, Suite 301, York, PA, 17401
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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 StanleyBroker
July 2015 - Present · 10 yrs 10 mos
Morgan Stanley
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
May 2013 - June 2015 · 2 yrs 1 mo
Wells Fargo Advisors, LLC
May 2013 - June 2015 · 2 yrs 1 mo
PNC Capital Advisors LLC
October 2012 - May 2013 · 7 mos
PNC Funds Distributor, LLCBroker
October 2012 - May 2013 · 7 mos
Wells Fargo Advisors, LLCBroker
December 2006 - August 2012 · 5 yrs 8 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.