SG
CFP
SG
CFP
Shannon Glor is a CFP-designated registered investment advisor at Morgan Stanley, based in Tampa, FL, with 32 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
100 North Tampa Street, Suite 3000, Tampa, FL, 33602
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Regulatory History (1)
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Customer Dispute
March 2007Denied
Other Business Activities
Shannon is on the finance committee for Davis Islands Baptist Church, dedicating minimal time outside of business hours. This activity is not investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1994 - November 2008 · 14 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1994 - November 2008 · 14 yrs 8 mos
Chatfield Dean & CO., INC.Broker
September 1993 - February 1994 · 5 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.