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Cheryl M Wandmaker

Morgan Stanley

Hibbing, MN

St. Paul, MN

CRD 1411356

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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
MN RA APPROVED 2024-03-01
TX RA APPROVED 2024-03-01
  • MN RA
    APPROVED
    Since 2024-03-01
  • TX RA
    APPROVED
    Since 2024-03-01

Branch Locations

Hibbing, MN • United States

380 Saint Peter Street Suite 1000, St. Paul, MN 55102 • 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
Piper Sandler Inc. Minneapolis MN 07/1985 02/2023
Morgan Stanley Saint Paul MN 11/2023 Present
Unemployed Andover MN 03/2023 11/2023
  • 07/1985 → 02/2023
    Piper Sandler Inc.
    Minneapolis, MN
  • 11/2023 → Present
    Morgan Stanley
    Saint Paul, MN
  • 03/2023 → 11/2023
    Unemployed
    Andover, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
S63 Uniform Securities Agent State Law Examination 1992-01-06
  • S66 Uniform Combined State Law Examination
    2024-03-01
  • S63 Uniform Securities Agent State Law Examination
    1992-01-06
Other Names
  • Cheryl Marie Gregorich
  • Cheryl Marie Wandmaker

View on SEC IAPD

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