Shane Atwood is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 25 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
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shane owns rental property in Sarasota, FL since February 2021, spending a few hours per week on property management and related tasks. He also serves as a trustee or co-trustee for a trust since June 2022, dedicating minimal time to estate administration.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Salomon Smith Barney INC.Broker
State Registrations33 states
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