SF
SF
Shaun Freeman is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 29 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (1)
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Customer Dispute
August 2003Denied
Other Business Activities
Shaun is involved with a trust in Brooklyn, New York, since 2017. This investment-related activity requires minimal time both during and after business hours.
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.Broker
August 2004 - June 2009 · 4 yrs 10 mos
Citigroup Global Markets INC.
August 2004 - June 2009 · 4 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2002 - August 2004 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1998 - August 2004 · 6 yrs 5 mos
Olde Discount CorporationBroker
September 1996 - March 1998 · 1 yr 6 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.