SM
SM

Shane Moran

26 Years of Experience
New Albany, OH
Broker

Shane Moran is a registered investment advisor at Morgan Stanley, based in New Albany, OH, with 26 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

15 South High Street, New Albany, OH, 43054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Shane is an investor in Illumio and Addepar, both privately held, cloud-based companies. He is also a partner in Lance A White, LLC and Blue Horseshoe Partners, LLC, dedicating minimal time to investment decisions, advice, accounting, and bookkeeping.

Employment History
Current Registrations
Morgan StanleyBroker
October 2019 - Present · 6 yrs 11 mos
Morgan Stanley
October 2019 - Present · 6 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
September 2008 - October 2019 · 11 yrs 1 mo
UBS Financial Services INC.Broker
September 2008 - October 2019 · 11 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley & CO. Incorporated
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley
May 2004 - April 2007 · 2 yrs 11 mos
Morgan Stanley Dw INC.Broker
March 2003 - April 2007 · 4 yrs 1 mo
The Huntington Investment CompanyBroker
December 1999 - March 2003 · 3 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.