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Sheri Lynn Stamm

Morgan Stanley

York, PA

Sarasota, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-11
TX RA APPROVED_RES 2020-05-05
PA RA APPROVED 2015-07-13
  • FL RA
    APPROVED
    Since 2022-03-11
  • TX RA
    APPROVED_RES
    Since 2020-05-05
  • PA RA
    APPROVED
    Since 2015-07-13

Branch Locations

221 West Philadelphia Street Suite 301, York, PA 17401 • United States

Sarasota, FL • 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 York PA 06/2015 Present
Morgan Stanley Private Bank, N.A New York NY 01/2019 Present
  • 06/2015 → Present
    Morgan Stanley
    York, PA
  • 01/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-24
S63 Uniform Securities Agent State Law Examination 2007-01-05
  • S65 Uniform Investment Adviser Law Examination
    2012-10-24
  • S63 Uniform Securities Agent State Law Examination
    2007-01-05
Other Names
  • Sheri Lynn Grudovich
  • Sheri Lynn Stuebgen
  • Sheri L Sisson
  • Sheri Lynn Sisson

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC

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Noah Thomas Caler
WILLIAM S PANARO JR.
MATTHEW ARTHUR CALABRETTA
SAMIR SURESHCHANDRA PARIKH
REBECCA ANN GEBHART
JOSHUA FREDRICK WALTERS
SHERI E GRAY

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · YORK, PA
SAVANT WEALTH MANAGEMENT · York, PA
STONEBRIDGE FINANCIAL GROUP, LLC · York, PA
SAVANT WEALTH MANAGEMENT · York, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · York, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · YORK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · YORK, PA
CETERA INVESTMENT ADVISERS LLC · YORK, PA

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