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About this Advisor
Sherri Bartholomew is a financial advisor who works out of Stroudsburg, Pennsylvania with 9 years of relevant experience. Bartholomew is on the advisory team at Morgan Stanley. They have spent their complete employment at Morgan Stanley. Bartholomew maintains a Series 63 license, which qualifies them as a securities broker, and is registered to advise clients in Pennsylvania and Texas. Morgan Stanley is a financial advisory business based in Purchase, NY. It has offices in 930 locations and a total of 28,000 financial advisors. It oversees $1 trillion in assets across its 2,233,188 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth clients who have at least $1 million in investable assets. Morgan Stanley offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules depend on which service is offered. However, fee types charged by Morgan Stanley most likely include any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sherri Bartholomew Work History
Sherri has been registered as a financial advisor for 9 years.*
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Sherri Bartholomew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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