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Cheryl Henderson

18 Years of Experience
Cincinnati, OH
Broker

Cheryl Henderson is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 18 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

7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236

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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

Cheryl is a member of the board of directors for the Miami Valley Youth Soccer Association. She oversees board meetings and interacts with coaches and parents.

Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
UBS Financial Services INC.
February 2013 - April 2022 · 9 yrs 2 mos
UBS Financial Services INC.Broker
February 2013 - April 2022 · 9 yrs 2 mos
Signator Investors, INC.Broker
August 2011 - December 2012 · 1 yr 4 mos
Walnut Street Securities, INC.Broker
October 2009 - June 2010 · 8 mos
UBS Financial Services INC.
October 2006 - July 2009 · 2 yrs 9 mos
UBS Financial Services INC.Broker
October 2006 - July 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.
January 2006 - October 2006 · 9 mos
Citigroup Global Markets INC.Broker
January 2006 - October 2006 · 9 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.