Sherie A Harrison

Hunt Valley, MD

CRD 3128090

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-04-05
TX	RA	APPROVED	2024-04-05

MD RA
APPROVED

Since 2024-04-05
TX RA
APPROVED

Since 2024-04-05

Branch Locations

303 International Circle Suite 500, Hunt Valley, MD 21030 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	12/2005	04/2024
Morgan Stanley Smith Barney Llc	Hunt Valley	MD	04/2024	Present

12/2005 → 04/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
04/2024 → Present

Morgan Stanley Smith Barney Llc

Hunt Valley, MD

Previous Registrations

2015-01-05 → 2024-04-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD

Baltimore, MD

Hunt Valley, MD

Bel Air, MD

Hunt Valley, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-12-29

S66 Uniform Combined State Law Examination

2014-12-29

Other Names

Sherie Ann Abbott
Sherie Ann Harrison
Sherie Harrison

View on SEC IAPD

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