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Sherri L Kirchhoff

Morgan Stanley

Charleston, SC

CRD 2062206

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-01
SC RA APPROVED 2022-03-21
  • TX RA
    APPROVED
    Since 2022-06-01
  • SC RA
    APPROVED
    Since 2022-03-21

Branch Locations

850 Morrison Drive Suite 800, Charleston, SC 29403 • 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
Robert W. Baird & Co., Inc. Stuart FL 06/2017 08/2021
Hein Wealth Jupiter FL 10/2016 04/2017
Edward Jones North Palm Beach FL 04/2017 06/2017
Unemployed Hobe Sound FL 02/2016 10/2016
Morgan Stanley Smith Barney Llc Charleston SC 08/2021 Present
  • 06/2017 → 08/2021
    Robert W. Baird & Co., Inc.
    Stuart, FL
  • 10/2016 → 04/2017
    Hein Wealth
    Jupiter, FL
  • 04/2017 → 06/2017
    Edward Jones
    North Palm Beach, FL
  • 02/2016 → 10/2016
    Unemployed
    Hobe Sound, FL
  • 08/2021 → Present
    Morgan Stanley Smith Barney Llc
    Charleston, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-21
S63 Uniform Securities Agent State Law Examination 1993-05-24
  • S66 Uniform Combined State Law Examination
    2022-03-21
  • S63 Uniform Securities Agent State Law Examination
    1993-05-24
Other Names
  • Sherri Lynn Wheeler
  • Sherri Lynn Wheeler
  • Sherri Lynn Kirchhoff

View on SEC IAPD

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