LPL Financial
46yrs
Top advisor by experience in Salisbury
27yrs
Sharon Perdue is a fiduciary financial advisor in Salisbury, Maryland, with 27 years in the industry. Sharon joined Morgan Stanley in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 79 advisors with offices in Salisbury, and one of 72 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office150 West Market Street Suite 301, Salisbury, MD 21801
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMorgan StanleyCurrent firm
Questions to ask Sharon
Tailored to Sharon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Sharon
How do I contact Sharon?
Call Morgan Stanley at 914-225-5510 and ask for Sharon Perdue. Sharon works from the Salisbury, MD office.
How long has Sharon been a financial advisor?
Sharon has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Sharon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sharon a fiduciary?
Sharon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sharon paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Sharon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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