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Tina Turi-Shelley

27 Years of Experience
Naples, FL
Broker

Tina Turi-Shelley is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 27 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

8889 Pelican Bay Boulevard, Suite 300, Naples, FL, 34108

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History

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.

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Other Business Activities

Tina is an independent contractor and sole proprietor/owner/partner with Plexus Worldwide since 2017, dedicating minimal time outside business hours. She also serves as a successor trustee/power of attorney for multiple trusts and an estate, dedicating minimal time to these roles.

Employment History
Current Registrations
Morgan Stanley
May 2014 - Present · 12 yrs 4 mos
Morgan StanleyBroker
May 2014 - Present · 12 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
November 2010 - April 2014 · 3 yrs 5 mos
Wells Fargo Advisors, LLCBroker
February 2007 - April 2014 · 7 yrs 2 mos
Usallianz Investor Services, LLCBroker
September 2003 - December 2005 · 2 yrs 3 mos
Allmerica Investments, INC.Broker
September 2000 - October 2002 · 2 yrs 1 mo
Prudential Investment Management Services LLCBroker
December 1997 - May 2000 · 2 yrs 5 mos
First Union Brokerage Services, INC.Broker
August 1997 - December 1997 · 4 mos
Mds Securities IncorporatedBroker
May 1996 - March 1997 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Tina Turi-Shelley - Financial Advisor | TrueAdvisor