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Cory M Sherratt

Morgan Stanley

Gilbert, AZ

CRD 7477835

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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 2024-10-25
AZ RA APPROVED 2024-10-16
  • TX RA
    APPROVED
    Since 2024-10-25
  • AZ RA
    APPROVED
    Since 2024-10-16

Branch Locations

400 East Rivulon Boulevard, Gilbert, AZ 85297 • 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 Gilbert AZ 07/2022 Present
Homemaking Draper UT 12/2020 07/2022
Friendly Home Services Draper UT 06/2019 12/2020
Copenhagen West Murray UT 07/2007 03/2019
  • 07/2022 → Present
    Morgan Stanley
    Gilbert, AZ
  • 12/2020 → 07/2022
    Homemaking
    Draper, UT
  • 06/2019 → 12/2020
    Friendly Home Services
    Draper, UT
  • 07/2007 → 03/2019
    Copenhagen West
    Murray, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-14
  • S66 Uniform Combined State Law Examination
    2024-10-14

View on SEC IAPD

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