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Sherri A Magsam

Morgan Stanley

Berwyn, PA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-07-27
PA RA APPROVED 2011-02-08
  • TX RA
    APPROVED_RES
    Since 2011-07-27
  • PA RA
    APPROVED
    Since 2011-02-08

Branch Locations

899 Cassatt Road Suite 100, Berwyn, PA 19312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Berwyn PA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Berwyn, PA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-13
S63 Uniform Securities Agent State Law Examination 1999-08-25
  • S65 Uniform Investment Adviser Law Examination
    1999-09-13
  • S63 Uniform Securities Agent State Law Examination
    1999-08-25
Other Names
  • Sherri Ann Magsam
  • Sherri Magsam Dimenna
  • Sherri A Magsam Dimenna

View on SEC IAPD

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TRINITY WEALTH MANAGEMENT, LLC · BERWYN, PA
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