Linda Shank is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
February 2022 - Present · 4 yrs 5 mos
Morgan StanleyBroker
July 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2011 - July 2021 · 10 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
March 2009 - July 2021 · 12 yrs 4 mos
Citigroup Global Markets INC.
November 2000 - March 2009 · 8 yrs 4 mos
Citigroup Global Markets INC.Broker
November 2000 - March 2009 · 8 yrs 4 mos
Prudential Securities IncorporatedBroker
July 1996 - November 2000 · 4 yrs 4 mos
Midsouth Capital, INC.Broker
May 1996 - July 1996 · 2 mos
Mfi Investments CORP.Broker
October 1993 - May 1996 · 2 yrs 7 mos
Everen Securities, INC.Broker
September 1990 - October 1993 · 3 yrs 1 mo
Prescott, Ball & Turben, INC.Broker
June 1987 - September 1990 · 3 yrs 3 mos
Prudential-Bache Securities INC.Broker
March 1987 - June 1987 · 3 mos
E. F. Hutton & Company INCBroker
August 1982 - February 1987 · 4 yrs 6 mos
Butcher & Singer INC.Broker
December 1981 - June 1982 · 6 mos
State Registrations48 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.