Sharon D Wilson
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Morgan StanleyNov 2023 to now
- I.A.T.S.E. Local 80Dec 2020 to now
- Uber / LyftJan 2020 to now
- Tradestation Securities, Inc.Nov 2021 to Oct 2023
- Ambulatory Surgery CenterOct 2021 to Nov 2021
- Palm Beach Shores Fire DepartmentJul 2021 to Nov 2021
- Cambridge SecurityJul 2021 to Oct 2021
- Aya HealthcareNov 2020 to Nov 2020
- Allied UniversalAug 2020 to Jul 2021
- Robert HalfAug 2020 to Mar 2021
- Self-employedApr 2020 to Apr 2020
- Plantation Fire DepartmentDec 2018 to Jun 2019
- Allied UniversalJan 2018 to May 2020
- G4s Secure SolutionsJan 2017 to Apr 2019
- Broward HealthNov 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2315777
- Firm CRD
- 149777