SHELDON LEE GERSH is currently employed as a Broker and/or Investment Adviser at MORGAN STANLEY located at 245 LYTTON AVENUE, SUITE 200, PALO ALTO, CA, 94301.
SHELDON LEE GERSH has worked at MORGAN STANLEY since June 01, 2009
Disclosure History
SHELDON LEE GERSH has 1 Disclosure Event(s).
Date: December 06, 2004 Category: Customer Dispute Allegations: CUSTOMERS ALLEGE THAT THEIR MORGAN STANLEY FINANCIAL ADVISOR MISREPRESENTED HIS PROFESSIONAL BACKGROUND DURING AN UNSPECIFIED PERIOD.DAMAGES UNSPECIFIED. Settlement Amount: $58,907.53 Broker Comment: THE FIRM COCLUDED THAT THE MISREPRESENTATION CLAIM IS WITHOUT MERIT. NONETHELESS, AS AN ACCOMMODATION, THE FIRM CREDITED THE CUSTOMER'S NINE ACCOUNTS (ALL OF WHICH REMAIN OPEN AT THE FIRM) A PORTION OF THE ACCOUNT FEES PREVIOUSLY PAID.
More Information
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