Sheri Lynne Camp

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 07/2021
  Morgan Stanley Smith Barney
  Des Moines, IA
• 01/2022 → 01/2023
  Ubs Financial Services Inc.
  Ankeny, IA
• 08/2021 → 12/2021
  Homemaker
  Ankeny, IA
• 01/2023 → Present
  Morgan Stanley
  West Des Moines, IA
• 01/2005 → 06/2019
  Citigroup Global Markets Inc.
  Des Moines, IA

Previous Registrations

• 2022-01-26 → 2023-01-13
  Ubs Financial Services Inc.
  Ankeny, IA
  Weehawken, NJ
• 2009-06-01 → 2021-08-20
  Morgan Stanley
  West Des Moines, IA
  West Des Moines, IA
  West Des Moines, IA
• 2007-04-02 → 2009-06-01
  Citigroup Global Markets Inc.
  Omaha, NE
  Des Moines, IA
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2007-03-28
• S63 Uniform Securities Agent State Law Examination
  2001-01-18

Other Names

• Sheri L Damratowski
• Sheri L Fouraker
• Sheri L Fouraker
• Sheri L Dubois
• Sheri L Camp
• Sheri Lynne Camp