Sherri
Bartholomew

Morgan Stanley

CRD#4155582
Investment Advisor
in Stroudsburg, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63

Years Registered*

9 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

701 Main Street 5Th Floor
Stroudsburg, PA 18360

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

PA Average: $7,464,549,021
Total Number of Employees

28,000

PA Average: 88
Total Number of Accounts

2,233,188

PA Average: 3,892
Average Account Size

$530,659

PA Average: $1,917,921

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
  • Other

Sherri Bartholomew Work History

Sherri has been registered as a financial advisor for 9 years.*

2009 - Present (15 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.

Disclosures

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.

Financial Advisors at Morgan Stanley

Kenneth Stewart
Lawrence Township, NJ
Kurt Harvey
Lakeland, FL
Bella Patel
New York, NY
Vincent Shaheen
West Hartford, CT
Charles Doering
Walnut Creek, CA
Matthew Teems
Washington, DC
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started