Shawn Burke is a registered investment advisor at Morgan Stanley, based in Perrysburg, OH, with 23 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
6250 Levis Common Blvd, Perrysburg, OH, 43551
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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 StanleyBroker
November 2020 - Present · 5 yrs 6 mos
Morgan Stanley
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - November 2020 · 12 yrs 10 mos
Wells Fargo Clearing Services, LLC
January 2008 - November 2020 · 12 yrs 10 mos
A. G. Edwards & Sons, INC.
January 2005 - January 2008 · 3 yrs
A. G. Edwards & Sons, INC.Broker
December 2004 - January 2008 · 3 yrs 1 mo
Smith Barney INC.Broker
July 1995 - May 1997 · 1 yr 10 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.