Best Investors Account Sign in

Gregory Allen Sheldon

Morgan Stanley

Grosse Pointe Farms, MI

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-02
MI RA APPROVED 2010-09-24
  • TX RA
    APPROVED_RES
    Since 2020-04-02
  • MI RA
    APPROVED
    Since 2010-09-24

Branch Locations

130 Kercheval Avenue, Grosse Pointe Farms, MI 48236 • 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 Private Bank, National Association New York NY 01/2015 Present
Morgan Stanley Grosse Pointe Farms MI 01/2016 Present
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 01/2016 → Present
    Morgan Stanley
    Grosse Pointe Farms, MI
Other Businesses

*418565 -Trust; Investment related - Yes; Stockton, California; Successor Trustee; 12/2020; During business hours: 5; After business hours: 5

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-18
S63 Uniform Securities Agent State Law Examination 1997-01-21
  • S66 Uniform Combined State Law Examination
    2010-08-18
  • S63 Uniform Securities Agent State Law Examination
    1997-01-21

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DWP
POINTE CAPITAL MANAGEMENT LLC
JANNEY MONTGOMERY SCOTT LLC
WELLS FARGO CLEARING SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
ROBINSON CAPITAL MANAGEMENT, LLC
SPECTRUM FINANCIAL RESOURCES

Other Investors

MARK WOJTAS
NOAH EDWARD ROBINSON
ANDREW CAMDEN
BLAKE ANTHONY ELLIS
MARY C COX
ERIC MACHUS
JEFFREY CHARLES HUEBNER
David McCormack

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GROSSE POINTE FARMS, MI
DWP · GROSSE POINTE FARMS, MI
POINTE CAPITAL MANAGEMENT LLC · GROSSE POINTE FARMS, MI
POINTE CAPITAL MANAGEMENT LLC · GROSSE POINTE FARMS, MI
JANNEY MONTGOMERY SCOTT LLC · Grosse Pointe Farms, MI
WELLS FARGO CLEARING SERVICES, LLC · GROSSE POINTE FARMS, MI
FIFTH THIRD SECURITIES, INC. · GROSSE POINTE FARMS, MI
ROBINSON CAPITAL MANAGEMENT, LLC · GROSSE POINTE FARMS, MI

More in Grosse Pointe Farms, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor