MS
MS
Merilyn Shad
43 Years of Experience
Jacksonville, FL
2 DisclosuresBroker
Merilyn Shad is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 43 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
50 North Laura Street, Suite 2000, Jacksonville, FL, 32202
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 1994Settled
Customer Dispute
October 1993Settled
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
Wachovia Securities, LLC
July 2005 - December 2008 · 3 yrs 5 mos
Wachovia Securities, LLCBroker
July 2005 - December 2008 · 3 yrs 5 mos
UBS Financial Services INC.
March 1994 - July 2005 · 11 yrs 4 mos
UBS Financial Services INC.Broker
March 1994 - July 2005 · 11 yrs 4 mos
Prudential Securities IncorporatedBroker
September 1984 - March 1994 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1982 - October 1984 · 2 yrs 3 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAKYLAMAMDMIMNMTNCNJNMNYOHPARISCTNTXVAWAWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.