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Amanda Sharkawy

Morgan Stanley

Dallas, TX

Waco, TX

Dallas, TX

CRD 5600107

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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
NY RA APPROVED 2021-06-16
TX RA APPROVED 2010-10-04
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED
    Since 2010-10-04

Branch Locations

2121 North Pearl Street Suite 500, Dallas, TX 75201 • United States

510 Austin Avenue Suite. 314, Waco, TX 76701 • United States

5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • 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 Dallas TX 10/2014 07/2017
Morgan Stanley Dallas TX 07/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-02
  • S66 Uniform Combined State Law Examination
    2010-10-02

View on SEC IAPD

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