Sheryl Lynn Liskiewicz

Bloomfield Hills, MI

CRD 3217663

Claim This Profile

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

Authority	Category	Status	Date
MI	RA	APPROVED	2023-10-17
TX	RA	APPROVED_RES	2023-10-16

MI RA
APPROVED

Since 2023-10-17
TX RA
APPROVED_RES

Since 2023-10-16

Branch Locations

40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • 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

Organization	City	State	From	To
Wells Fargo Advisors Llc	Troy	MI	03/2013	11/2016
Wells Fargo Clearing Services, Llc	Troy	MI	11/2016	10/2023
Morgan Stanley Smith Barney Llc	Bloomfield Hills	MI	10/2023	Present

03/2013 → 11/2016

Wells Fargo Advisors Llc

Troy, MI
11/2016 → 10/2023

Wells Fargo Clearing Services, Llc

Troy, MI
10/2023 → Present

Morgan Stanley Smith Barney Llc

Bloomfield Hills, MI

Previous Registrations

2013-03-27 → 2023-10-18

Wells Fargo Clearing Services, Llc

Troy, MI
2010-06-28 → 2013-04-02

Morgan Stanley

Troy, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-11
S63	Uniform Securities Agent State Law Examination	2005-05-17

S66 Uniform Combined State Law Examination

2006-07-11
S63 Uniform Securities Agent State Law Examination

2005-05-17

View on SEC IAPD

More in Bloomfield Hills, MI

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor