Shannon Beck is a registered investment advisor at Morgan Stanley, based in Santa Fe, NM, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
150 Washington Avenue, Suite 301, Santa Fe, NM, 87501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shannon is a sole proprietor of Elementree, a jewelry and home furnishings design and manufacturing business, since 2012. Shannon spends about 10-20% of her time on this activity, none of which occurs during trading hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Nylife Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
U.S. Bancorp Piper Jaffray INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations30 states
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