Best Investors Account Sign in

Sherry Jo Dewane

Morgan Stanley

Los Angeles, CA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-31
TX RA APPROVED 2024-05-31
  • CA RA
    APPROVED
    Since 2024-05-31
  • TX RA
    APPROVED
    Since 2024-05-31

Branch Locations

444 South Flower Street,34Th Floor, Los Angeles, CA 90071 • 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
Wells Fargo Bank, N.A. Beverly Hills CA 08/2009 05/2017
Wells Fargo Advisors Llc Beverly Hills CA 01/2011 11/2016
Wells Fargo Clearing Services, Llc Beverly Hills CA 11/2016 05/2017
Boston Private Beverly Hills CA 05/2017 10/2018
Ubs Financial Services Los Angeles CA 01/2019 05/2024
Morgan Stanley Smith Barney Llc Los Angeles CA 05/2024 Present
Morgan Stanley Private Bank, N.A New York NY 06/2024 Present
  • 08/2009 → 05/2017
    Wells Fargo Bank, N.A.
    Beverly Hills, CA
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Beverly Hills, CA
  • 11/2016 → 05/2017
    Wells Fargo Clearing Services, Llc
    Beverly Hills, CA
  • 05/2017 → 10/2018
    Boston Private
    Beverly Hills, CA
  • 01/2019 → 05/2024
    Ubs Financial Services
    Los Angeles, CA
  • 05/2024 → Present
    Morgan Stanley Smith Barney Llc
    Los Angeles, CA
  • 06/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-17
S63 Uniform Securities Agent State Law Examination 2009-01-23
  • S66 Uniform Combined State Law Examination
    2011-05-17
  • S63 Uniform Securities Agent State Law Examination
    2009-01-23
Designations
Other Names
  • Sherry Hine
  • Sherry Buethe

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor