Shawn Isaacson is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 28 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
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
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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 Stanley
March 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - March 2022 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - March 2022 · 5 yrs
Morgan StanleyBroker
February 2017 - February 2017 · 0 mos
MML Investors Services, LLCBroker
October 2016 - December 2016 · 2 mos
T. Rowe Price Advisory Services, INC.
January 1999 - December 2008 · 9 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
January 1997 - September 2016 · 19 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.