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Shane Snell

21 Years of Experience
Yakima, WA
Broker

Shane Snell is a registered investment advisor at Morgan Stanley, based in Yakima, WA, with 21 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

3909 Castlevale Rdoad, Suite 100, Yakima, WA, 98902

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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

Shane is involved in estate administration in Yakima, Washington, since 2021. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2006 - June 2009 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
Ameriprise Financial Services, INC.
August 2005 - July 2006 · 11 mos
Ids Life Insurance CompanyBroker
August 2005 - July 2006 · 11 mos
Ameriprise Financial Services, INC.Broker
August 2005 - July 2006 · 11 mos
Wm Financial Services, INC.Broker
March 2001 - August 2001 · 5 mos
Ids Life Insurance CompanyBroker
June 2000 - February 2001 · 8 mos
American Express Financial Advisors INC.Broker
June 2000 - February 2001 · 8 mos
State Registrations11 states
AKAZCACOIDMTNEORTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Shane Snell - Financial Advisor | TrueAdvisor