SM
SM

Shawn Mcmahon

26 Years of Experience
Roanoke, VA
Broker

Shawn Mcmahon is a registered investment advisor at Morgan Stanley, based in Roanoke, VA, 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

10 South Jefferson Street, Suite 1700, Roanoke, VA, 24011

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History

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.

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Other Business Activities

Shawn is on the Finance Committee for Community Housing Partners since May 2022. This administrative role requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2000 - April 2007 · 7 yrs 1 mo
Morgan Stanley Dw INC.Broker
November 1999 - April 2007 · 7 yrs 5 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Shawn Mcmahon - Financial Advisor | TrueAdvisor