Sharon D Wilson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 10/2023
  Tradestation Securities, Inc.
  Plantation, FL
• 11/2015 → 06/2017
  Broward Health
  Coral Springs, FL
• 01/2017 → 04/2019
  G4S Secure Solutions
  Boca Raton, FL
• 12/2018 → 06/2019
  Plantation Fire Department
  Plantation, FL
• 01/2018 → 05/2020
  Allied Universal
  West Palm Beach, FL
• 04/2020 → 04/2020
  Self-Employed
  Davie, FL
• 01/2020 → Present
  Uber / Lyft
  San Francisco, CA
• 08/2020 → 07/2021
  Allied Universal
  Los Angeles, CA
• 11/2020 → 11/2020
  Aya Healthcare
  San Diego, CA
• 08/2020 → 03/2021
  Robert Half
  Los Angeles, CA
• 07/2021 → 10/2021
  Cambridge Security
  North Palm Beach, FL
• 12/2020 → Present
  I.A.T.S.E. Local 80
  Burbank, CA
• 10/2021 → 11/2021
  Ambulatory Surgery Center
  Boca Raton, FL
• 07/2021 → 11/2021
  Palm Beach Shores Fire Department
  Palm Beach Shores, FL
• 11/2023 → Present
  Morgan Stanley
  Irvine, CA

Other Businesses

*576303- Uber; Investment related: No; San Francisco, California; Personal Services; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 40; driver *576305- Lyft; Investment related: No; San Francisco, California; Personal Services; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 40; driver *576306- IATSE Local 80; Investment related: No; Burbank, California; Union for Film Production; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 0; After business hours: 16; Labor/Service *650271- Woofgang Bakery; Investment related: No; Costa Mesa, California; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 20; I am looking to Own a Pet Grooming franchise

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-14
• S63 Uniform Securities Agent State Law Examination
  2022-09-09
• S66 Uniform Combined State Law Examination
  2001-07-24

Other Names

• Sharon D Wilson
• Sharon Wilson
• Sharon D Peterson
• Sharon D Peterson