Julie Shide is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie co-owns and co-trustees cash-rented irrigated farmland in North Dakota, spending minimal time on it. She is also a partner in Fredrickann, LLC, an investment-related entity holding farmland, investment accounts, and a condo in Florida, dedicating minimal time to it. Additionally, Julie holds a Power of Attorney in Florida, spending minimal time on it.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nylife Securities INC.Broker
State Registrations52 states
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