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Michael David Sherrill

Morgan Stanley

Palm Beach, FL

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-31
NY RA APPROVED 2021-06-16
TX RA APPROVED 2009-06-01
  • FL RA
    APPROVED
    Since 2022-01-31
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED
    Since 2009-06-01

Branch Locations

450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Palm Beach FL 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    Palm Beach, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2009-03-26 → 2009-06-01
    Morgan Stanley & Co. Llc
    New York, NY
  • 2003-07-01 → 2009-03-27
    New York, NY
    New York, NY
  • 2000-10-06 → 2003-07-01
    Prudential Equity Group, Llc
    New York, NY
Other Businesses

(1) Author of Privately Published Book / Non-Investment Related / Author / Start July 2018 / 0 hours devoted monthly / Writing a book on the history of Backgammon at a club in New York City. (2) *162 - The Union Club / Non-Investment Related / New York, NY / Non-Profit / Board Member, Finance Committee / Start January / 6 hours devoted monthly / 0 during business hours / Business Development/Growth, Accounting/Bookkeeping. *658 - CubeMeister; Investment Related - No; New York, New York; Real Estate; Employee(Proprietor,, Officer, Director, Employee, Trustee, Agent); 03/2022; During Business Hours: 0; After Business Hours: 2; Other (4) *51996 - MD Sherrill Foundation / Investment Related / New York, NY / Education, Health and Welfare, Children/Youth, Civic/Community, Individual Rights and Liberties, Humanitarian / Founder, Board Member / Start January 1997 / 5 hours devoted monthly / 0 during business hours / Check Signing, Funds Disbursements, Investment Decisions, Advice, Administrative. (5) *591702 - 330 Tuxedo Lane, LLC / Investment Related / West Palm Beach, FL / Real Estate / Sole Proprietor, Owner / Start June 2024 / 4 hours devoted monthly / 0 during business hours / Property Management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-04-06
S63 Uniform Securities Agent State Law Examination 1984-08-16
  • S65 Uniform Investment Adviser Law Examination
    1992-04-06
  • S63 Uniform Securities Agent State Law Examination
    1984-08-16
Other Names
  • M David Sherrill
  • David Sherrill

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