Adviser and broker representative · Morgan Stanley
Renee P. Sorrell
CRD 4190097 · Chapel Hill, NC
At a glance
Renee P. Sorrell is an investment adviser representative with Morgan Stanley in Chapel Hill, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Renee’s SEC record dates to 2011, about 15 years ago. Renee is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince September 2026Chapel Hill, NC · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Renee’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.